IFA Administrator

Full-Time No home office possible

This is a great opportunity to join this thriving financial planning firm as a client administrator/coordinator. Your role will be the delivery of the client annual review process and to support your team with administrative tasks.

Key responsibilities

Coordinate and organise annual reviews
Ensure all documents are prepared prior to meetings
Maintain client database and records
Prepare client valuations and other items required by the Financial Planner
Confirming contributions and withdrawals for varying products
Providing post meeting support
Onboarding new clients
Managing team diary and answering telepone calls
General office administration duties

Essential skills

Communication and organisational skills
Good eye for detail and accuracy
Interpersonal Skills and a good team player
Excellent IT skills and proficient in Microsoft Office products

We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.