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Permanent

IFA Administrator

Welwyn Garden City
money-bag 30000.00-30000.00 Annual
3085439225
Posted 5 days ago

IFA AdministratorLocation: Welwyn Garden City Contract Type: Full-timeAre you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We''re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.About the RoleAs an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you''ll be a critical part of ensuring clients receive a seamless, positive experience.This is an excellent opportunity for someone looking to build or develop a career within financial services administration.Key ResponsibilitiesOnboard, update and maintain accurate, compliant client records across internal systemsPrepare documentation and information for client meetingsMonitor new and existing client transactions, ensuring timely and accurate completionProcess new business efficiently and effectivelyTranslate financial documentation for clients where requiredProduce high-quality letters, emails, and financial paperwork with excellent attention to detailHandle queries and calls in line with company standards, escalating where appropriatePrioritise workloads to meet deadlines and agreed service levelsResolve income reconciliation, finance, or tax-related queriesEnsure all work adheres to company policies, procedures, and ..... full job details .....

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