IFA Administrator

IFA Administrator – Independent IFA Firm
Ainsdale Based
Full Time
£25,000 - £30,000 DOE
  
Are you looking to work for an award winning Independent firm of Financial Advisers?
Are you looking to surround yourself with a team of over 40 years’ worth of expertise within their field?
Are you looking for an experienced and detail-oriented IFA Administrator role within a  growing team? This pivotal role supports Advisers and Paraplanners by ensuring that financial advice is implemented accurately, efficiently, and consistently through a variety of providers and platforms.
The successful candidate will also take responsibility for managing their own administrative workload using our Client Relationship Management (CRM) system, contributing to a seamless and professional client experience.
  
Reasonability’s;

• - 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

  
  
 Apply now!