IFA Administrator

Are you organized, detail-oriented, and passionate about finance? Are you looking for an opportunity to join a dynamic team in the heart of Telford? If so, we have the perfect role for you!

We are currently seeking a dedicated Individual Financial Advisor (IFA) Administrator to join our team. As an IFA Administrator, you will play a crucial role in providing administrative support to our team of financial advisors, ensuring the smooth operation of our office and exceptional service to our clients.

Key Responsibilities:

• Assist financial advisors in preparing client meetings and presentations.
• Process client documentation accurately and efficiently.
• Manage client databases and ensure all records are up-to-date.
• Handle client inquiries and provide excellent customer service.
• Coordinate with third-party providers such as investment firms and insurance companies.
• Assist with general office duties including answering phones, scheduling appointments, and maintaining office supplies.

Requirements:

• Previous experience in a similar administrative role within the financial services industry is highly desirable.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to multitask and prioritize workload effectively.
• Knowledge of financial products and services is an advantage but not essential.
• A positive attitude and willingness to learn.

Why Join Us:

• Opportunity to work with a reputable financial services firm in Telford.
• Salary is £30,000, plus benefits package.
• Ongoing training and development opportunities to enhance your skills.
• Collaborative and supportive team environment.
• Chance to make a real difference in the lives of our clients.

If you are ready to take the next step in your career and become an integral part of our team, we would love to hear from you! Please submit your resume and a cover letter outlining your suitability for the role. We look forward to welcoming you aboard as our newest IFA Administrator in Telford.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Client Services Administrator, Sales Support, Senior IFA Administrator, IFA Administrator, Technical Administrator