IFA Administrator Financial Services
Salary:
Location: Brighton (hybrid working available)
We are looking for a proactive and organised IFA Administrator to join a busy financial services team. This is a client-facing role that provides crucial support to advisers while ensuring smooth processing of new business and ongoing client administration.
What Youll Be Doing
-
Acting as the first point of contact for clients and providers
-
Managing post digital documents diaries and meeting arrangements
-
Preparing and sending accurate client communications
-
Handling calls professionally and maintaining accurate records
-
Completing application forms and ensuring new business cases are processed efficiently
-
Following up on Letters of Authority and other client documentation
-
Supporting the team with administrative tasks projects and ad hoc requests
-
Assisting with training colleagues and completing ongoing professional development
What We Are Looking For
-
Strong organisational and time-management skills
-
Ability to multi-task and prioritise in a fast-paced environment
-
Excellent communication and interpersonal skills
-
Attention to detail and a proactive approach
-
Team-focused reliable and professional
This is a great opportunity for someone who thrives in a structured client-focused environment and wants to develop a career in financial services administration.
IFA Administrator Financial ServicesSalary: Location: Brighton (hybrid working available) We are looking for a proactive and organised IFA Administrator to join a busy financial services team. This is a client-facing role that provides crucial support to advisers while ensuring smooth processing of...
IFA Administrator Financial Services
Salary:
Location: Brighton (hybrid working available)
We are looking for a proactive and organised IFA Administrator to join a busy financial services team. This is a client-facing role that provides crucial support to advisers while ensuring smooth processing of new business and ongoing client administration.
What Youll Be Doing
-
Acting as the first point of contact for clients and providers
-
Managing post digital documents diaries and meeting arrangements
-
Preparing and sending accurate client communications
-
Handling calls professionally and maintaining accurate records
-
Completing application forms and ensuring new business cases are processed efficiently
-
Following up on Letters of Authority and other client documentation
-
Supporting the team with administrative tasks projects and ad hoc requests
-
Assisting with training colleagues and completing ongoing professional development
What We Are Looking For
-
Strong organisational and time-management skills
-
Ability to multi-task and prioritise in a fast-paced environment
-
Excellent communication and interpersonal skills
-
Attention to detail and a proactive approach
-
Team-focused reliable and professional
This is a great opportunity for someone who thrives in a structured client-focused environment and wants to develop a career in financial services administration.
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