About the Company:
Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator.
Why Apply?
* Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.
* Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance.
* Supportive Team: Work in a collaborative environment with the tools you need to succeed.
Key Responsibilities:
* Efficient Administration: Manage new business submissions and track progress across investment platforms.
* Attention to Detail: Prepare, process, and monitor new business applications.
* Client Service: Oversee client annual review packs from start to finish.
* Problem Solving: Adapt to industry changes and suggest process improvements.
* Collaboration: Work closely with colleagues and maintain a positive, proactive approach.
What You Bring:
* Experience: Solid background in Financial Services, particularly with IFA firms.
* Motivation: A can-do attitude and passion for delivering quality results.
* Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office.
* Organisational Skills: Strong attention to detail and the ability to work both independently and in a team.