Financial Services Administrator / IFA Administrator

Rayleigh £30,000 - £35,000 Monday to Friday 9am - 5pm Are you an experienced Financial Services Administrator or IFA Administrator looking for your next career move? My client is a growing independent financial planning firm based in Rayleigh, and they are looking for an experienced Financial Services Administrator to join their friendly and supportive team. This is an excellent opportunity for someone with solid experience within an IFA, financial planning or wealth management environment who is now looking to take the next step towards a career in paraplanning. You''ll be joining an established team where your existing knowledge and experience will be valued. You''ll be trusted to manage your own workload, take ownership of cases and ensure work is completed accurately and efficiently, while developing your technical knowledge and working closely with experienced advisers and paraplanners. The Role Working closely with advisers and paraplanners, you''ll provide high-quality administration across a range of financial planning and wealth management cases. Accuracy, organisation and attention to detail are essential, along with the ability to manage multiple cases and ensure they progress within required timescales. Key Responsibilities Providing administration support to advisers and paraplanners across the full financial planning process Issuing, chasing and summarising Letters of Authority (LOAs) Liaising with providers regarding LOAs and new business ..... full job details .....