Job Description
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices.
With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team.
Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities.
Key Responsibilities
* Managing client correspondence and building strong, lasting client relationships.
* Processing new business applications across pensions, investments, and protection products.
* Preparing client review packs and meeting documentation.
* Coordi...
With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team.
Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities.
Key Responsibilities
* Managing client correspondence and building strong, lasting client relationships.
* Processing new business applications across pensions, investments, and protection products.
* Preparing client review packs and meeting documentation.
* Coordi...
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