Job role: IFA Administrator Salary: £23k-24kLocation: 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:
1. Previous experience in financial services administration is a plus, but not essential.
2. Strong attention to detail and excellent organizational skills.
3. Ability to communicate clearly and professionally with clients and colleagues.
4. Proficiency with ...