Job Overview
We are seeking a highly motivated and detail-oriented IFA Senior Administrator to join our dynamic financial services team. In this pivotal role, you will provide expert administrative support to Independent Financial Advisors (IFAs), ensuring seamless operations and exceptional client service. Your proactive approach, organizational skills, and comprehensive understanding of financial planning processes will drive efficiency and contribute to delivering outstanding financial solutions for our clients. This position offers an exciting opportunity to be part of a forward-thinking organization committed to professional growth and excellence in financial services.
Duties
- Manage and coordinate the administrative activities related to client accounts, ensuring accuracy and compliance with regulatory standards
- Prepare detailed report writing, analysis documents, and correspondence for internal teams and clients
- Assist with financial planning documentation, including data collection, verification, and updating client records
- Support the IFA team with scheduling meetings, managing calendars, and organizing client appointments using Microsoft Outlook
- Maintain and update records using Microsoft Word, Excel, and other IT tools to ensure data integrity and easy retrieval
- Provide exceptional customer service by addressing client inquiries promptly and professionally via phone or email
- Conduct analysis of client portfolios and prepare reports to support financial advice sessions
Experience
- Proven administrative experience within the financial services sector or a related field
- Strong analysis skills with the ability to interpret financial data accurately
- Excellent report writing capabilities with attention to detail and clarity
- Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and other relevant IT applications
- Knowledge of financial planning processes and terminology is highly desirable
- Exceptional communication skills for liaising effectively with clients, team members, and external partners
- Strong organizational skills with the ability to manage multiple tasks efficiently and prioritize workload effectively
- Experience in customer service roles within a professional environment is preferred
- Familiarity with regulatory requirements in financial services will be advantageous
Join us as an IFA Senior Administrator and become an integral part of a vibrant team dedicated to delivering top-tier financial advice. We value proactive professionals who thrive in fast-paced environments and are eager to grow their expertise in financial planning while providing outstanding support to our clients.
Pay: £27,000.00-£32,000.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
Work Location: Hybrid remote in Bradley Stoke BS32
