IFA Administrator

Would you like to be part of something from the beginning? Are you an experienced IFA Administrator looking for an exciting new challenge? Do you believe in building relationships and the art of conversation in business transactions?An exciting opportunity has arisen to join a brand-new financial planning business being launched by a highly experienced Financial Adviser with an impressive track record of building successful teams, developing long-term client relationships and delivering exceptional advice.This isn''t a start-up built on ambition alone. It''s a business being created by someone with an established reputation, a strong professional network and a clear vision for growth.As the first IFA Administrator in the business, you''ll have the opportunity to play a key role from day one, helping shape processes, support clients and contribute to the foundations of a modern, client-focused financial planning practice.Working directly alongside the Founder, you will provide comprehensive administrative support across the full client journey, and your responsibilities will include:Processing new business applications and seeing cases through to completionPreparing client review documentation and meeting packsObtaining provider information and policy detailsManaging letters of authority, producing valuations and reporting informationLiaising with clients, providers and third partiesMaintaining accurate client records and ensuring data integritySupporting ongoing client ..... full job details .....