Client Support / IFA Administrator

Your new company
An excellent opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Services Administrator.
A very supportive working environment, family-feel culture.
Excellent long-term prospects as the company continues to grow.

Your new role
Working as part of a team providing support to advisers dealing with all aspects of administration and being a key point of contact for clients. Key responsibilities include preparing documentation for new business, preparing provider illustrations, liaising with product providers and third parties to obtain outstanding information, keeping back office systems up to date, assisting advisers to prepare for client meetings, reviewing meeting notes, dealing with client enquiries and ensuring high standards of client service.

What you'll need to succeed
Essential to have experience of working in financial services administration, ideally gained within an IFA practice, and a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages).
The role also requires excellent communication skills, strong attention to detail, and good experience of using systems.

What you'll get in return
In addition to a highly competitive salary and package, this is an excellent opportunity to join a very good company which will invest in you and your career, recognise and reward your contribution, and provide support to attain professional qualifications if desired.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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