Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting an IFA Administrator to join their London office, close to Farringdon on a permanent basis. Key responsibilities; Answer phone calls, address queries, and forward actions to the appropriate individual Process and handle office post Contact providers for required information, including chasing funds and gathering paperwork or other documentation Assist the team with new business processes, including obtaining applications, illustrations, and necessary documents. Maintain up-to-date and compliant client files Scan and file paperwork accurately, ensuring proper categorisation Collaborate with advisers to gather relevant information for client meetings Communicate with clients via phone, email, and post as needed Skill set Experience working in a busy IFA environment in a similar role, for at least two years. Microsoft Word, Excel and Outlook knowledge. Excellent interpersonal skills Excellent written and verbal communication skills Ability to prioritise work and manage own workload efficiently The company can offer a competitive salary. Flexible/hybrid working can be offered and discussed at interview however office attendance will be required initially.