IFA Administrator
IFA Administrator
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Job Description
IFA Administrator Exeter
Salary: Up to 32000 per year
Job Type: Permanent Full-time
Location: Exeter (office-based)
Role Overview
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time office-based role ideal for someone looking to build a long-term and rewarding career within the financial services sector.
The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential as well as the ability to manage multiple administrative tasks accurately and efficiently.
Key Responsibilities
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Providing administrative support to advisers and clients
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Liaising with clients investment providers and other third parties
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Online processing of applications and investment account management
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Handling general client queries in a professional and timely manner
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Maintaining accurate records and ensuring compliance standards are met
Requirements
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Minimum 1 years experience in financial services ideally within an IFA practice
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Strong organisational skills and attention to detail
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Excellent written and verbal communication skills
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Proficient in using IT systems and online platforms
Employment Type
Full Time
