IFA Administrator

Company : Talent Guardian

Job Description - IFA Administrator

IFA Administrator
Location: West Midlands
Salary: £28,000-£31,000 per annum

About the Role:
Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients.
As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service.

Key Responsibilities:

Providing comprehensive administrative support to financial planners and senior management.
Managing client records with accuracy, ensuring all documentation meets regulatory requirements.
Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients.
Assisting with compliance and regulatory duties to ensure best practices are upheld.
Identifying ways to improve administrative processes and enhance efficiency.
Supporting and mentoring junior team members where necessary.
Handling sensitive information professionally and confidentially.

About You:

Has proven experience in a senior administrative role, ideally within financial services.
Is highly organised and able to juggle multiple tasks with efficiency.
Has a keen eye for detail and takes pride in delivering high-quality work.
Possesses strong communication skills, both written and verbal.
Is comfortable using IT systems such as Microsoft Office and CRM software.
Understands financial services regulations and compliance (preferred but not essential).
Works well as part of a team and enjoys supporting colleagues.

What’s on Offer:

£28,000-£31,000 per annum
Opportunities for career progression and professional development.
A friendly and supportive working environment.
The chance to be part of a reputable and forward-thinking financial planning consultancy.

If you’re an experienced administrator looking for a new challenge in a dynamic and professional setting, we’d love to hear from you.

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IFA Administrator

Job Description - IFA Administrator

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