Financial services administrator

KR-2734

£24,000 Per Annum

Full Time

Permanent

Leicester, Leicestershire

Administration

Posted 14 days ago

Expires In 14 Days

Job Description

Job role: IFA Administrator
Salary: £23k-24k
Location: Leicester
Monday- Friday office full time

Profile
Are you a highly organised and detail-oriented individual with an interest in financial services?
Join our growing team as an IFA Administrator and play a key role in supporting Independent Financial Advisors (IFAs) to deliver exceptional client service!
Key Responsibilities:

Provide comprehensive administrative support to IFAs, ensuring smooth client interactions as a IFA administrator
Process client applications, updates, and paperwork accurately and in a timely manner.
Maintain and update client records in the system, ensuring all data is current and compliant.
Liaise with clients and providers to resolve queries and obtain necessary information.
Assist with research and preparation of financial reports for clients.
Handle general office administration, including filing, scanning, and maintaining documents.
Ensure that all tasks comply with regulatory and company policiesas a IFA Administrator.

Skills & Experience:

Previous experience in financial services administration is a plus, but not essential.
Strong attention to detail and excellent organizational skills.
Ability to communicate clearly and professionally with clients and colleagues.
Proficiency with Microsoft Office Suite and experience with financial planning software is advantageous.
A positive and proactive attitude with a willingness to learn and grow within the role.

Why Join Us?

Opportunity to develop a rewarding career within the financial services industry.
Supportive and collaborative team environment.
Ongoing training and professional development opportunities.