At a Glance
- Tasks: Support Financial Advisers and Paraplanners with administrative tasks and client communication.
- Company: Established Independent Financial Advisory firm with a focus on growth and client service.
- Benefits: Competitive salary, hybrid working after 3 months, and opportunities for professional development.
- Other info: Great career progression in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration within financial services and strong organisational skills.
The predicted salary is between 32000 - 32000 £ per year.
IFA Administrator Croydon, England Full-Time, Office based (Hybrid after 3 months) £28k - £32k per annum About the Ro An established and growing Independent Financial Advisory and Employee Benefits firm is seeking an organised and proactive IFA Administrator to join its team.
This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys supporting advisers, delivering outstanding client service, and ensuring the smooth processing of client business.
The successful candidate will work closely with Financial Advisers and Paraplanners, maintaining accurate client records, liaising with providers, and supporting the delivery of high-quality financial planning service.
Key Responsibilities Provide administrative support to Financial Advisers and Paraplanners.
Communicate with pension, investment and protection providers to obtain client information, valuations and documentation.
Process, check and submit new business applications and servicing requests.
Maintain accurate and up-to-date client records using CRM systems.
Ensure all documentation is completed accurately and compliantly.
Assist with the preparation of client review packs and financial planning reports.
Manage incoming...
