Part-Time Administrator – IFA Firm (Near Banbury)
Position: Administrator
Location: Near Banbury
Days: Tuesday, Wednesday, Thursday
Hours: 9:00 AM – 5:00 PM
Salary: £27000 up to £28,500 pro-rata
About the Role
We are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations.
Key Responsibilities
* Liaising with clients to gather personal and policy information and updating records.
* Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks.
* Communicating with providers to obtain quotations, illustrations, and transfer values.
* Overseeing compliance processes, including AML checks and maintaining regulatory standards.
* Managing client records via CRM, ensuring accuracy and updates are maintained.
* Assisting with pension transfers, annuity arrangements, and drawdown setups.
* Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies.
Required Skills and Experience
* Proven experience within an IFA environment is mandatory.
* Strong organisational and administrative skills.
* Proficient in using CRMs and financial systems relevant to the IFA sector.
* This is an office based role
How to Apply
If you meet the required experience and are interested in this role, apply now with your CV.