IFA Administrator - Wealth Management Location, Offices near

Description

Salary: Up to GBP32,000 (depending on experience), Study Support

Excellent Benefits, Supportive culture &Career Growth

Join an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team.

You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support.

Key Responsibilities:

Prepare client documents, review packs, and reportsManage adviser diaries and client review meetingsProcess Letters of Authority and maintain accurate records in iOLiaise with clients and providers professionally and efficientlyEnsure compliance and client data are up to dateKey Skills & Attributes:

Excellent attention to detail and organisationStrong written and verbal communicationProficiency in iO and Microsoft OfficeTeam-focused, proactive, and client-drivenIf you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you.

Please contact Sam at Financial Divisions.

Ad ID: 5417318137