IFA Administrator

IFA Administrator Location: Farnborough, Hampshire Salary: £27,000 - £35,000 Contract: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced IFA Administrator to join a busy Financial Services team based in Farnborough. You will provide administrative and client servicing support to Financial Advisers, clients and product providers, with a particular focus on new business processing and case management. This role would suit an experienced IFA Administrator or Financial Services Administrator who is confident managing new business cases and enjoys working in a client-focused environment. Key Responsibilities Provide day-to-day administrative support to Financial Advisers Process new business across investments, ISAs, GIAs, bonds, pensions and protection Manage cases from initial submission through to completion Monitor and manage the new business pipeline Liaise with Financial Advisers, clients and product providers Chase outstanding information and documentation Handle new business queries by telephone and email Raise new business invoices Book annual client review meetings Maintain accurate client and case records Ensure cases are progressed within agreed timescales and SLAs Provide a high level of client service and administrative support About You The successful candidate will ideally have previous experience within an IFA, Financial Planning or Wealth Management environment. You will have: Previous experience as an IFA ..... full job details .....