Job Description: IFA Administrator
Location:
North West England, Merseyside, St Helens
Salary:
£28000 - £28000 per annum
Job Duties:
Assist Independent Financial Advisers (IFAs) in administrative tasks
Prepare and process client documentation
Handle client inquiries and provide exceptional customer service
Maintain accurate and up-to-date client records
Support IFAs in preparing financial reports and presentations
Coordinate appointments and manage calendars
Assist in marketing and client communication activities
Required Qualifications:
Excellent organisational and time management skills
Strong attention to detail
Proficient in Microsoft Office Suite
Ability to work effectively in a team environment
Good communication and interpersonal skills
Experience:
Previous experience in a similar administrative role within the financial services sector
Knowledge and Skills:
Understanding of financial products and services
Knowledge of regulatory requirements in the financial industry
Ability to handle confidential information with discretion
Working Conditions:
Standard office hours, Monday to Friday
Occasional overtime may be required during busy periods
Professional office environment