Featured

IFA Administrator

Posted 2 April by Ortus PSR
Be one of the first ten applicants
Salary icon £25,000 - £30,000 per annum
Location icon Watchfield , Wiltshire

Register and upload your CV to apply with just one click


Job Opportunity: Permanent IFA Administrator

Are you an experienced IFA Administrator looking for a new opportunity? We have an exciting role to join a highly successful IFA company.

Our client is looking for an IFA Administrator who has a strong background in the industry and brings the highest standards of customer service. The role would suit someone who is driven, ambitious and has a proactive approach, and is comfortable working with excellent standards.

The Role

  • Maintaining client files and ensuring they are up to date
  • Processing applications and issuing of documents
  • Ensuring accuracy and giving technical support to IFA end clients
  • Adhering to compliance policies
  • Liaising with clients by phone and email
  • Assisting with preparing client reviews

Requirements

  • Previous IFA Administrator experience
  • Thorough knowledge of administration processes
  • Excellent customer service and interpersonal skills
  • Attention to detail and accuracy
  • Ability to work as part of a team and independently

Benefits

  • Competitive salary
  • Developing knowledge and working with industry leading IFA firms
  • Opportunities to progress within the organisation
  • Friendly and welcoming team

If you are an experienced IFA Administrator looking for your next big opportunity, then please apply now. We look forward to hearing from you!

Reference: 52404789

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job