- - 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 13 days ago, valid for 4 days
Southport, Merseyside PR8 3HH
Full Time
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Sonic Summary
- The IFA Administrator position is available at an independent financial advisory firm in Ainsdale, offering a full-time salary between £25,000 and £30,000 depending on experience.
- The role requires an experienced and detail-oriented individual to support Advisers and Paraplanners in implementing financial advice accurately and efficiently.
- Candidates will manage their own administrative workload using a Client Relationship Management (CRM) system to ensure a seamless client experience.
- Key responsibilities include processing administrative tasks, managing client documentation, and ensuring timely execution of advice services across various platforms.
- Interested applicants should apply now to join a team with over 40 years of expertise in the industry.
