IFA Administrator

Description

IFA Administrator – Independent IFA Firm

Ainsdale Based

Full Time

£25,000 - £30,000 DOE

Are you looking to work for an award winning Independent firm of Financial Advisers?

Are you looking to surround yourself with a team of over 40 years’ worth of expertise within their field?

Are you looking for an experienced and detail-oriented IFA Administrator role within a growing team? This pivotal role supports Advisers and Paraplanners by ensuring that financial advice is implemented accurately, efficiently, and consistently through a variety of providers and platforms.

The successful candidate will also take responsibility for managing their own administrative workload using our Client Relationship Management (CRM) system, contributing to a seamless and professional client experience.

Reasonability’s;

- Support Advisers and Paraplanners in the delivery and implementation of financial planning advice

- Accurately process and manage administrative tasks through FPC’s CRM system

- Monitor and manage client documentation, investment instructions, and provider communications

- Ensure timely and compliant execution of advice services via multiple platforms

- Communicate effectively across teams and directly with clients when needed

Apply now

Ad ID: 5416946919