IFA Administrator

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.Key ResponsibilitiesManage the client journey from initial contact to new business processingSupport financial advisers and investment teams with administrative tasksLiaise with providers via telephone, email, and letterCommunicate effectively with clients by phone, email, letter, and face-to-faceHandle client queries where possible and escalate when necessaryBook appointments and perform general PA dutiesPrepare meeting rooms, greet clients, and offer refreshmentsOrganise and prioritise workload to meet deadlinesMaintain and update the CRM system (Intelligent Office) ensuring complianceHelp create a pleasant, efficient office environment that promotes client satisfaction The Ideal CandidateMinimum 5 years'' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)Ethical, honest, and compliant with industry standardsConfident, organised self-starter with excellent time management skillsStrong attention to detail with an eye for accuracy in all tasks is essentialExcellent written and verbal communication skills, including letter writing with strong grammar ..... full job details .....