IFA Administrator

IFA AdministratorFull time - 35 hours DorsetOffice BasedSalary negotiable

This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm.

As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports.

The Company

This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages.

The Role

Responsibilities include:

• Acting as the initial point of contact for client inquiries via telephone, email, and post.
• Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner.
• Ensuring compliance by managing and requesting relevant client documentation.
• Maintaining organised electronic and paper records using the Intelligent Office back-office system.
• Ability to maintain confidentiality and act with discretion.
• Processing new business

Benefits

• Company Pension.
• Private Healthcare.
• 25 days holiday
• Flexible working hours - can accommodate school drop-off and pick-up times.
• Further benefits to be confirmed

How to Apply

Click Apply Now to submit your application.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator