Ifa Administrator

IFA Administrator Based Crawley Salary up to £30,000

Overview Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established processes and procedures.

Responsibilities :

• Provide administrative support to the IFA Advisers
• Prepare client files and other documents
• Maintain accurate and up-to-date client records
• Handle client queries in a timely and professional manner
• Provide advice and guidance to clients on financial matters
• Gather and process information for client meetings
• Ensure compliance with relevant regulations and procedures
• Organise and coordinate meetings and events
• Assist with any other administrative tasks as required

Requirements :

• Proven experience as an IFA Administrator or similar role
• Excellent organizational and time management skills
• Excellent communication and customer service skills
• Strong attention to detail
• Familiarity with financial regulations and procedures
• Proficiency in Microsoft Office

Education and Experience :

• At least 1 year of experience as an IFA Administrator or similar role

Working Hours : This is a full-time position, Monday to Friday, from 9am to 5pm.

Application Process : Salary : £25,000.00-£30,000.00 per year

Schedule:

• Monday to Friday

Application question(s):

• 'Do you have at least 1 x years experience as an IFA Administrator?

Work Location: In person