Administrator - Independent Financial Adviser (Ifa) in Newbury

Job Description IFA Administrator Salary: £30,000–£32,000 depending on experience Office-based Job Type: Full-time, Permanent An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Newbury. You will provide essential administrative support to Financial Advisers and help ensure the smooth running of the client review process, from arranging meetings and preparing documentation through to following up reviews and maintaining accurate client records. Coordinate and support the annual client review process Contact clients regarding their annual reviews Prepare meeting packs and documentation for Financial Advisers Assist with the follow-up and administration of annual client reviews Obtain relevant information from third-party providers to support client reviews and financial planning Keep the CRM system accurate and up to date Use CRM reporting and other reporting tools Prepare and maintain reports using Microsoft Office Assist with office supplies and general office administration Previous IFA Administration, Financial Services or Wealth Management experience Confidence dealing with clients by telephone and email Good Microsoft Office skills Experience using CRM systems A proactive and flexible approach IFA or Financial Services experience is preferred, although applications from strong administrators with relevant transferable experience will also be considered. 30,000–£32,000 depending on experience ~ Office-based role in Newbury ~ Full-time, permanent position ~ Training and development opportunities The preference is for 5 days per week, Monday to Friday, office-based. If you are an experienced IFA Administrator looking for your next opportunity within Financial Services or Wealth Management, apply today with your CV.