IFA Administrator
2 days ago
Blackpool
Role My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional development, a competitive salary and benefits.Responsibilities:Providing administrative support to IFA's, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.Managing client files and ensuring all documentation is kept up to date and compliant with industry regulations.Assisting with the management of client portfolios and data entry into internal systems.Maintaining accurate records and processing client information efficiently.Dealing with client queries and providing general administrative support as needed.Skills & Experience Required: 1-3 years minimum experience working in the Financial Planning industry.Strong administrative and organizational skills with excellent attention to detail.Ability to manage multiple tasks and prioritize workload efficiently.Good understanding of financial products and services (or a willingness to learn).Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).Excellent communication skills, both written and verbal.Ability to work well within a team and independently.<
Trevor C.Active 12 hours ago