IFA Administrator

Full Time, Up to £32,000 Borehamwood Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive ..... full job details .....