We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator. This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients. If you're looking for a position in a growing firm where you’ll be valued as part of a friendly, close-knit team, this is a fantastic opportunity.
The Company:Our client is a well-established, boutique IFA firm that offers tailored financial advice to their clients. With a focus on high-quality service and a collaborative work culture, they have built a strong reputation. This is a growing company, and they are looking for an individual who is eager to develop their career alongside the business.
Key Responsibilities:
* Provide comprehensive administrative support to the Directors and a Senior Financial Planner.
* Maintain accurate client records, prepare documentation, and ensure follow-ups are conducted in a timely manner.
* Regularly liaise with clients, addressing queries and providing outstanding customer service.
* Prepare and manage reports, documents, and compliance paperwork.
* Handle communication with product providers and other third parties.
What’s on Offer:
1. A supportive, friendly team environment where full on-the-jo...