IFA Administrator

IFA AdministratorBroadway/ Worcestershire Up to £30,000 + Fantastic BenefitsHybrid Working Life Assurance Exam Support Health Cash Plan Flexi-TimeExperience of using Intelligent Office and the Transact platform is desirable. Are you an experienced IFA Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Nottingham, where your progression and expertise will be truly valued.Our Client have a large presence across key locations within the UK, as a result of their ongoing growth now have an excellent opportunity available for an experienced IFA Administrator, that will offer ongoing support and development. In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service at all times.Why This Role Stands Out" Hybrid working and flexible hours" Full support towards professional qualifications" Health Cash Plan and Employee Assistance Programme" Life Assurance" A collaborative, friendly and professional working environmentKey Responsibilities" Processing new business across multiple provider platforms" Preparing client files, valuations, illustrations and suitability documentation" Managing day-to-day administration duties and maintaining accurate client records" Ensuring workflow tasks ..... full job details .....