IFA Administrator

Exclusive Role

IFA Administrator

Remote working model - Occasional travel required to East Midlands

(Candidates should live within commutable distance)

£25-35k

Our client is seeking an experienced IFA Administrator to join their team at an incredibly exciting time for their businesses growth. The IFA Administrator is pivotal in providing operational support to the business and offers exceptional development opportunity for the successful candidate. Responsibilities will include:

• Full suite of administrative support to financial advisors, paraplanners and management team
• Interaction with clients over the phone, email and scheduling of appointments
• Communication with product providers and other third parties to obtain information, quotes, illustrations
• Support with the preparation of client information packs for meetings and presentations
• Maintenance of accurate client records and documentation
• Coordinate all correspondence
• Prioritise administrative workflow
• Handling client information confidentially

This role is suited to a candidate who possesses a background in IFA Administration, ideally within the wealth management space. Your ability to communicate is exceptional and you will be able to handle a range of competing administrative requirements in an organised way while maintaining incredibly strong attention to detail. As you will be interacting with a range of internal and external stakeholders you will also be able to demonstrate strong communication skills and ability to work independently from home. If you have experience working with relevant industry IT systems this would be preferred.

Our client is at an exiting point in their journey, their team, although small possesses extensive experience and an exceptional reputation in the market. With further growth planned, this role will offer strong potential for development for a candidate who can bring a wealth of Administrative experience to their business. You will be working from home predominantly however you will need to be within commutable distance to the East Midlands for meetings once or twice a month.