IFA Administrator

Role

You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional development, a competitive salary and benefits.

Responsibilities:

• Providing administrative support to IFA's, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.
• Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.
• Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.
• Managing client files and ensuring all documentation is kept up to date and compliant with industry regulations.
• Assisting with the management of client portfolios and data entry into internal systems.
• Maintaining accurate records and processing client information efficiently.
• Dealing with client queries and providing general administrative support as needed.

Skills & Experience Required:

• 1-3 years minimum experience working in the Financial Planning industry.
• Strong administrative and organizational skills with excellent attention to detail.
• Ability to manage multiple tasks and prioritize workload efficiently.
• Good understanding of financial products and services (or a willingness to learn).
• Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).
• Excellent communication skills, both written and verbal.
• Ability to work well within a team and independently.