IFA Administrator

• Flexible working hours to adapt to personal requirements / arrangements
• Funding for relevant exams for staff

Our office environment is supportive and collaborative, with low staff turnover and a culture that values long-term commitment.

About Us: We are a well-established financial services firm with two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. Our team is dedicated to providing high-quality service to our clients, and we are currently seeking a IFA Administrator to join our dynamic and friendly team.

Key Responsibilities:

• Provide administrative support to the IFA team and Paraplanners
• Assist in managing client documentation and correspondence
• Ensure efficient record-keeping and data management
• Collaborate with team members to streamline office processes
• Liaise with clients and external stakeholders as needed

Requirements:

• Previous experience in a similar administrative role within the financial services sector
• Strong organisational and communication skills
• Knowledge of IFA and mortgage operations is advantageous

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