IFA Administrator

Our client is looking for an experienced Administrator from a financial services / IFA environment

Client Details

A financial services boutique business

Description

• Provide administrative support to the Financial Advisory team.
• Prepare and manage client documentation with a high level of accuracy.
• Coordinate meetings, appointments, and schedules effectively.
• Maintain and update client records in compliance with company policies.
• Liaise with clients and stakeholders to ensure timely communication.
• Assist with the preparation of reports and presentations.
• Support the team with ad hoc administrative tasks as required.
• Ensure adherence to regulatory and compliance standards in all processes.

Profile

A successful Senior Administrator should have:

• Proven experience in an administrative role, preferably within Financial Services.
• Strong organisational and multitasking skills.
• A high level of attention to detail and accuracy.
• Proficiency in Microsoft Office applications.
• Excellent communication and interpersonal skills.
• Knowledge of financial advisory processes and compliance requirements.

Job Offer

• Competitive salary ranging from 40,000 to 49,500 per annum.
• Permanent contract within a supportive and professional environment.
• Opportunities for career growth within the Financial Services industry.