IFA Administrator

Our client is looking for an IFA Administrator to join the team. The role offers hybrid working - 2 days per week in the office and the rest of the week based at home.

The role will report to the Head of Client Services. It is a critical post that can provide the successful candidate with a fulfilling career that enables them to develop in a variety of ways.

The role includes dealing directly with clients and advisers, whether that be resolving client queries, helping advisers prepare for client meetings and implementing the outcomes of those meetings as well as a variety of project work

• Knowledge of Investment Products, ISAs, Pensions, Bonds

• A mathematical disposition evidenced through either exam passes, strong IT knowledge or experience

• Be a good team player

• Experience of delivering process improvement

• A strong passion for delivering excellent customer service