Ifa Administrator - Crawley, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Crawley, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

IFA Administrator

Based Crawley

Salary up to £30,000

Overview
Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established processes and procedures.


Responsibilities:


  • Provide administrative support to the IFA Advisers
  • Prepare client files and other documents
  • Maintain accurate and uptodate client records
  • Handle client queries in a timely and professional manner
  • Provide advice and guidance to clients on financial matters
  • Gather and process information for client meetings
  • Ensure compliance with relevant regulations and procedures
  • Organise and coordinate meetings and events
  • Assist with any other administrative tasks as required

Requirements:


  • Proven experience as an IFA Administrator or similar role
  • Excellent organizational and time management skills
  • Excellent communication and customer service skills
  • Strong attention to detail
  • Familiarity with financial regulations and procedures
  • Proficiency in Microsoft Office

Education and Experience:


  • At least 1 year of experience as an IFA Administrator or similar role

Working Hours:

This is a full-time position, Monday to Friday, from 9am to 5pm.


Application Process:


Salary:
£25,000.00-£30,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 1 x years experience as an IFA Administrator

Work Location:
One location
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