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Are you a detail-oriented and highly organized professional looking to support a dynamic financial advisory team? We are seeking a proactive IFA Administrator to join a boutique firm and ensure smooth day-to-day operations.
Key Responsibilities:
- Provide administrative support to Independent Financial Advisers (IFAs).
- Prepare client documentation and reports.
- Manage client records and ensure compliance with regulatory requirements.
- Liaise with clients, providers, and internal teams.
- Process new business applications and maintain accurate data records.
- Assist in scheduling meetings and handling correspondence.
Requirements:
- Previous experience in financial services or administrative roles is preferred.
- Strong attention to detail and excellent organizational skills.
- Ability to multitask and work efficiently in a fast-paced environment.
- Proficiency in Microsoft Office and CRM systems.
- Knowledge of compliance regulations within the financial services industry is an advantage.
Benefits:
- Competitive salary.
- Career development opportunities within a respected financial advisory firm.
- Supportive team environment with ongoing training.
- Flexible working arrangements available.
If you have the skills and enthusiasm to excel in this role, we’d love to hear from you! Apply today and take the next step in your financial services career.
Please contact Ursula at Financial Divisions
