Job Description

The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team. They are offering a competitive base salary, good benefits and work from home flexibility.

Main duties;

• Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
• Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner.
• Liaise with providers and other 3rd parties, to obtain any information that may be needed.

Required Knowledge, Skills, and Abilities

• Experience within the Financial Services industry
• Exceptional client service skills, with a genuine interest in helping clients achieve their goals
• Willingness to learn and develop your skills and knowledge