IFA Administrator

IFA Administrator - Brighton & Hove, South East England

Ref: 1359Thursday 28 March 2024

£25,000 - £32,000

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Join a Dynamic IFA: IFA Administrator Opportunity!

Are you ready to make your mark in an exciting administrative role? Look no further! We’re seeking a proactive Administrator to join our client's dynamic IFA firm. As a vital part of our team, you’ll manage the client lifecycle using our cutting-edge Intelligent Office system.

Why Choose Us?

  • Supportive Environment: Join a forward-thinking team that values your growth.
  • Competitive Salary: Earn £25,000 - £32,000 as an IFA Administrator.
  • Client-Centric: Be the bridge between our clients and financial success.

Your Role: As an Administrator, you’ll be at the heart of our operations:

  • Client Interaction: Be the primary contact via phone, email, and letters.
  • Precision Matters: Maintain accurate client records in Intelligent Office.
  • Smooth Operations: Coordinate with providers for seamless investment management.
  • Compliance Champion: Keep our processes on track by organizing client communications.

Ideal Candidate:

  • Experience: Familiarity with Investment and Pensions administration.
  • Growth Mindset: Eager to develop within the financial services industry.
  • Detail-Oriented: Accuracy is key
  • Efficient Organizer: Juggle tasks and prioritize client needs effectively.

Ready to embark on a rewarding career journey? Apply now and be part of our success story!

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