Ifa Administrator

IFA Administrator - Hybrid

28k - 33k (Depending on Experience)

Poole

• Financial planning services
• Life insurance
• Company pension
• Paid volunteer time
• Work from home
• On-site parking

Job Overview
Our client is seeking a highly organised and detail-oriented IFA Administrator to join their highly friendly team.

Happy to look at candidates that have Administrative within any fields (within the Financial Services Industry)

This role involves providing comprehensive administrative support within the financial services sector, ensuring smooth operation of client and adviser activities. The ideal candidate will possess strong communication skills, a solid understanding of financial planning processes, and proficiency in Microsoft Office applications. This position offers an excellent opportunity for individuals with administrative experience looking to develop their career within the financial industry.

Duties

• Prepare and maintain accurate reports related to client portfolios and financial planning activities.
• Analyse data to support financial advisers in creating tailored advice for clients.
• Manage client records and documentation in compliance with regulatory standards.
• Assist with the organisation of meetings, appointments, and client correspondence using Microsoft Outlook.
• Support the preparation of financial documents and presentations using Microsoft Word and Excel.
• Provide exceptional customer service by responding promptly to client enquiries and requests.
• Coordinate with internal teams to ensure timely completion of administrative tasks.
• Maintain a high level of organisation across all administrative functions, ensuring data accuracy and confidentiality.

Skills

• Proven experience in report writing and analysis within a financial services environment.
• Strong organisational skills with excellent time management abilities.
• Proficiency in Microsoft Office suite, including Word, Excel, and Outlook.
• Good IT skills with the ability to adapt to new software systems quickly.
• Excellent communication skills, both written and verbal, suitable for liaising with clients and colleagues.
• Knowledge of financial planning processes and regulatory requirements is desirable.
• Previous administrative experience is essential, preferably within a financial or professional services setting.
• Ability to deliver high-quality customer service consistently under pressure. This role is ideal for motivated individuals seeking a challenging yet rewarding position supporting financial advisers in delivering exceptional service to clients while advancing their professional development within the financial sector.

Pay: 28,000.00- 33,000.00 per year

Benefits:

• Company pension
• Financial planning services
• Life insurance
• On-site parking
• Paid volunteer time
• Work from home