IFA Administrator

IFA Administrator Location: Newbury, Berkshire Salary: £30,000-£32,000 depending on experience Working Pattern: Office-based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Newbury. This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independently and as part of a small team. You will provide essential administrative support to Financial Advisers and help ensure the smooth running of the client review process, from arranging meetings and preparing documentation through to following up reviews and maintaining accurate client records. Key Responsibilities Coordinate and support the annual client review process Arrange and book client meetings Contact clients regarding their annual reviews Act as a first point of contact for client queries Maintain and update accurate client records Prepare meeting packs and documentation for Financial Advisers Assist with the follow-up and administration of annual client reviews Obtain relevant information from third-party providers to support client reviews and financial planning Keep the CRM system accurate and up to date Use CRM reporting and other reporting tools Prepare and maintain reports using Microsoft Office Carry out scanning, filing and mailings Assist with office supplies and general office administration Provide wider administrative support to ..... full job details .....