- - 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
Back to searchIFA Administrator
INTEGRO PARTNERS LTD
Posted 2 days ago, valid for 6 days
Southport, Merseyside PR8 3HH
Full Time
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Sonic Summary
- The position is for an IFA Administrator at an Independent IFA Firm based in Ainsdale.
- The role offers a salary range of £25,000 to £30,000 depending on experience.
- Candidates should possess experience in an administrative role within the financial services sector.
- The successful applicant will support Advisers and Paraplanners by managing administrative tasks and client documentation.
- This role requires effective communication skills and the ability to work efficiently within a growing team.
