IFA ADMINISTRATOR

Our client  is seeking an IFA Administrator to join our established financial advice firm. If you have a passion for office administration and delivering exceptional support, this could be the ideal role for you.
 
As our IFA Administrator, you will be responsible for maintaining office efficiency, assisting with client inquiries, and providing crucial administrative support to our team.
 
This is a full-time, in-office position based in the local area, offering a competitive salary range of GBP(phone number removed) - Negotiable DOE
If you have 1-2 years of experience in a Financial Advise firm in a similar role and are looking to take the next step in your career, we want to hear from you.
 
Responsibilities 
Greet office visitors, answer and direct phone calls, field inquiries from clients and BDM’s, and maintain office efficiency by arranging repairs
Perform a variety of administrative duties, such as chasing providers for outstanding information, letters, spreadsheets, forms, sorting and distributing incoming mail
Maintain client databases with necessary updates using company portals Preferred Requirements:
Proven success in office administration in a Wealth Management firm
Superb written and verbal communication skills
Strong time-management and multitasking abilities
Proficiency with Microsoft office applications, and aptitude for learning new software and systems
Ability to maintain confidentiality of company information Preferred Qualifications:
Demonstrated ability to work effectively as part of a team and independently
Relevant experience in a similar role, ideally within the financial services industry
Certification or training in office administration or related field