PT Finance Administrator

The role requires an organised, detail-oriented IFA Administrator. Supporting Independent Financial Advisors with client portfolios, financial paperwork, compliance, and record-keeping. Contributing to the efficiency and success of the Advisory team.

Some of the Key Responsibilities:

• Client Administration: Manage client files, assist with inquiries, and coordinate meetings.
• Document Management: Process and maintain financial documents, ensuring compliance.
• Compliance and Regulation: Ensure regulatory compliance and assist with audits.
• New Business Processing: Support new business applications and liaise with product providers.
• Financial Data Management: Maintain financial portfolios and prepare statements.
• General Office Support: Schedule appointments, communicate with clients, and provide administrative support.

We are looking for someone with previous experience in a IFA Admin role but can be flexible on the level of experience. Some of the key things required for this role is:

• Previous experience within a IFA/Finance Admin role - 2 years minimum
• Understanding of financial products and regulations
• Proficient in MS Office
• Previous experience of using IO (Intelligent Office) is essential to this role
• Strong communication and organisational skills
• Attention to detail, able to work in a regulated environment and remain confidential
• Ability to work on own initiative to ensure deadlines are met