IFA Administrator

This is a great opportunity to join this small financial planning practice as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service.

The role can be part time 3-4 days a week. You will be based in their office near Banbury.

Key responsibilities

• Maintain and organise the client files, including compliance paperwork
• Implementing recommendations and solutions including complete proposals, paperwork, applications
• Act as point of contact and deal with queries
• Prepare client valuations, cash repots, fund comparison reports
• Attend client review meetings with the Financial Planner
• General office administration duties

Essential skills:
• Able to multi-task, priotise and plan own workload without direct supervision
• Good eye for detail and accuracy
• Interpersonal Skills and a good team player

Desirable qualifications, skills and/or experience:
• 2 years’ experience in a similar role
• Knowledge of financial services products

What’s in it for me?
A competitive salary, benefits and flexible working is on offer.