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IFA Administrator

Job Specification

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    Financial Services


    The Role

    Are you a natural people person, passionate about providing exceptional client service? Do you have the drive and enthusiasm to make a difference? Then this is the perfect role for you!

    We are looking for an IFA administrator to join our team and help us provide our clients with the highest level of service. In this role, you will be the go-to person for all client inquiries, helping our financial advisers meet their customer service goals and providing ongoing support.


    Key Responsibilities:


    • The key responsibilities of an IFA administrator include, but are not limited to:
    • Liaise with clients, providing full range of support to all servicing requirements of existing client’s Investments, Pensions and Mortgages.
    • Be the first point of contact for clients and help them with any administrative tasks.
    • Book client meetings and manage the calendar of appointments for advisers.
    • Prepare meeting packs; construct portfolio valuation reports and pre-populate new business application forms.
    • Help ensure files are compliant and complete.
    • Process new business and track to completion.
    • Write letters to clients and providers.
    • Provide a high level of service to clients, including regular valuations and updates on the status of their cases.
    • Maintain and update back-office systems.
    • Perform other ad-hoc tasks in the office as required.


    The Company


    Launched in 2016 with the vision to make financial advice accessible, understandable, and of value to as many people in the UK as possible. We offer flexible working terms and invest in the career development of our rapidly growing team.


    The Person


    • The key skills and qualities of an IFA administrator are:
    • Previous client servicing experience is desirable.
    • Demonstrated client focus and strong communication skills.
    • Ability to build lasting working relationships with providers and investment partners.
    • Knowledge of financial products and processes would be a strong advantage.
    • Ability to work collaboratively in a team environment.


    If you are keen on joining this exciting, forward-thinking company and taking the next step in your career, then please click the apply now button to find out more.

    Salary £25,000 - £30,000

    • Minimum of 33 days of holiday, inclusive of bank holidays • Private medical insurance • Life insurance • Pension contribution • Industry specific exam funding • Professional development

    Speak to one of our consultants 0203 764 2350

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