IFA Administrator

Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment.

Client Details

This organisation is a well-established entity within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision.

Description

• Provide comprehensive administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers to ensure smooth processing of applications and policies.
• Manage and update client files and databases efficiently.
• Coordinate appointments and manage diaries for advisers.
• Handle incoming correspondence and distribute it appropriately.
• Assist with compliance and regulatory requirements within the financial services industry.
• Contribute to the continuous improvement of administrative processes.

Profile

A successful IFA Administrator should have:

• Experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office applications.
• Knowledge of financial products and services.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and supporting team goals.

Job Offer

• Competitive salary ranging from 32,500 to 35,000 per annum.
• Permanent position within a reputable organisation in Hove.
• Opportunities to develop skills and grow within the financial services industry.
• Supportive and professional work environment.

If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.