Job Description
About Us:
A well-established and highly respected Independent Financial Advice (IFA) firm based in the beautiful town of Harrogate is looking for an experienced IFA Administrator to join a growing team. The company is an award-winning chartered Financial Planning firm.
You will be supporting a team of expert advisers who provide tailored financial solutions to a diverse range of clients, helping them achieve their financial goals.
Role Overview:
As an IFA Administrator, you will play a vital role in supporting our Financial Advisers and ensuring the smooth and efficient running of the office. You will be responsible for handling a wide range of administrative tasks to ensure the highest level of client service. This role offers an excellent opportunity for those looking to develop their career within financial services.
Key Responsibilities:
1. Providing administrative support to IFA's, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.
2. Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.
3. Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.
4. Managing client files and en...