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Role: Independent Financial Advisor Administrator
Salary: up to £32,000 per annum
Location: Henley in Arden
Hours: Monday to Thursday 09:00 17:00 (1hr lunch break)
Friday 08:30 16:00 (30-minute lunch break)
Work from Home 1 day a week
Are you an experienced IFA Administrator looking to excel in a supportive and professional environment? Do you want to work for a company that values your expertise, encourages career development, and invests in your future? If so, wed love to hear from you!
Our client
Our client is a progressive financial planning firm committed to delivering exceptional service to their clients while fostering a collaborative and positive work culture for their team. Their ethos centres on professionalism, integrity, and excellence.
The Role
As an IFA Administrator, you will play a pivotal role in supporting our Financial Advisors and ensuring that our clients receive an efficient and professional service. Your responsibilities will range from processing new and existing business to handling client reviews, fund switches, and plan withdrawals. Youll be instrumental in upholding the high standards our clients expect.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisors, adhering to FCA compliance and company standards.
- Manage client queries, request fund values, and prepare documentation with accuracy and professionalism.
- Liaise with product providers and third parties to gather required information and ensure smooth processes.
- Maintain meticulous records of all client communications in line with company policies. xgikmsk
- Work collaboratively with colleagues to ensure clients are always supported, even during staff absences.
Financial Services Administrator in Henley in Arden employer: Achieve Recruitment
As a Marketing Executive in Salisbury, you'll join a dynamic team that values creativity and collaboration, offering a vibrant work culture where your contributions are recognised and rewarded. With a competitive salary and opportunities for professional growth, you will be empowered to develop your skills in digital marketing and CRM management while working on exciting campaigns across renowned automotive brands. The office environment fosters teamwork and innovation, making it an excellent place for those seeking meaningful and impactful employment.
