IFA Administrator
Recruitment Rebellion
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About This Role
The IFA Administrator will work in a hybrid setting for a modern financial planning firm, providing high-quality support and excellent client service. The role requires an experienced administrator with a background in independent financial advice. The administrator will be part of a well-organised practice that values efficient processes and high standards. The position offers a competitive salary and the opportunity to work remotely.
Key ResponsibilitiesAI-extracted
- 1Manages administrative tasks to support the financial planning team
- 2Provides excellent client service and ensures high standards are met
- 3Maintains efficient processes and contributes to the overall organisation of the practice
- 4Typically: prepares and distributes client documents and reports
- 5Typically: handles client inquiries and resolves issues in a timely manner
RequirementsAI-extracted
- Has experience working in independent financial advice
- Possesses strong administrative and organisational skills
- Typically: holds relevant certifications or qualifications in financial administration
- Typically: has excellent communication and customer service skills
- Typically: is proficient in using financial planning software and systems
Perks & BenefitsAI-extracted
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