Job Overview
We are seeking a highly organised and detail-oriented IFA Administrator to join our financial services team. The successful candidate will play a vital role in supporting financial advisers by managing administrative tasks, preparing reports, and ensuring smooth communication between clients and the advisory team. This position offers an excellent opportunity for individuals with strong organisational skills and a keen interest in financial planning and analysis to develop their career within a professional environment.
Responsibilities
- Prepare and maintain accurate reports related to financial planning and client portfolios
- Assist with analysis of financial data to support advisers in decision-making processes
- Manage client records and documentation with meticulous attention to detail
- Coordinate appointments, meetings, and follow-up communications using Microsoft Outlook and other scheduling tools
- Provide exceptional customer service by responding promptly to client inquiries and requests
- Support the preparation of presentation materials and documentation using Microsoft Word and Excel
- Ensure compliance with regulatory standards and internal policies during all administrative processes
- Maintain organised filing systems both digitally and physically for easy retrieval of information
- Collaborate with team members to streamline administrative workflows and improve efficiency
Requirements
- Proven experience in an administrative role within the financial services sector or related field
- Strong report writing, organisational, and time management skills
- Proficiency in Microsoft Office suite, including Microsoft Word, Excel, and Outlook
- Excellent communication skills, both written and verbal
- Analytical skills with the ability to interpret financial data accurately
- Knowledge of financial planning concepts is desirable but not essential; training will be provided if necessary
- IT literacy with a good understanding of various software applications used in financial administration
- Customer service orientation with a professional attitude towards clients and colleagues
- Ability to work independently as well as part of a team in a fast-paced environment
This role is ideal for proactive individuals eager to contribute to a dynamic financial services organisation while developing their expertise in financial administration.
Pay: £24,420.00-£38,087.29 per year
Work Location: In person
