Ifa Administrator

IFA Administrator - Hybrid 28k - 33k (Depending on Experience) Poole Financial planning services Life insurance Company pension Paid volunteer time Work from home On-site parking Job Overview Our client is seeking a highly organised and detail-oriented IFA Administrator to join their highly friendly team. Happy to look at candidates that have Administrative within any fields (within the Financial Services Industry) This role involves providing comprehensive administrative support within the financial services sector, ensuring smooth operation of client and adviser activities. The ideal candidate will possess strong communication skills, a solid understanding of financial planning processes, and proficiency in Microsoft Office applications. This position offers an excellent opportunity for individuals with administrative experience looking to develop their career within the financial industry. Duties Prepare and maintain accurate reports related to client portfolios and financial planning activities. Analyse data to support financial advisers in creating tailored advice for clients. Manage client records and documentation in compliance with regulatory standards. Assist with the organisation of meetings, appointments, and client correspondence using Microsoft Outlook. Support the preparation of financial documents and presentations using Microsoft Word and Excel. Provide exceptional customer service by responding promptly to client enquiries and requests. Coordinate ..... full job details .....