IFA Administrator

Financial Services AdministratorLocation: Hybrid (office/home working) Office in Uxbridge Hours: Full-time (37.5 hours per week) Salary: £33,000-£36,000 depending on experienceOur clients are an independent financial planning practice committed to building long-term relationships with clients through exceptional personal service. As the business continues to grow, they are looking for an experienced Financial Services Administrator to join the team and play a key role in supporting both the advisers and clients.This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys working in a client-focused environment.The successful candidate will provide comprehensive administrative support throughout the financial planning process, ensuring that business is processed accurately, clients are kept informed, and advisers have everything they need to deliver an outstanding service.Key ResponsibilitiesProvide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process.Manage the end-to-end processing of new business across pensions, investments and protection.Handle Letters of Authority (LOAs), ensuring requests are submitted, monitored and followed through efficiently to obtain the required information from providers.Support the firm''s ongoing Annual Review Service by preparing review packs, obtaining up-to-date valuations and policy information, scheduling reviews and ..... full job details .....