IFA Administrator
IFA AdministratorHoveSalary: £28,000- £30,000We are currently recruiting for an experienced IFA Administrator to join a busy and growing Wealth Management team in HoveThis is a fantastic opportunity to support Financial Advisers and play a key role in delivering a high-quality client experience within a fast-paced financial services environment.The RoleYou will provide comprehensive administrative support to Advisers and senior leadership, ensuring the smooth processing of new business, client servicing, and ongoing projects.Key ResponsibilitiesProcess new and top-up business submissions across provider platforms, ensuring full compliance requirements are met Maintain and update back-office systems, uploading all relevant documentation Manage transactions including fund switches, purchases, sales, and client payments Support ongoing platform migration projects, including asset transfers Arrange client annual review meetings and prepare meeting packs Assist Advisers with gathering client information and documentation ahead of meetings Liaise with providers and platforms to progress cases and obtain updates Handle inbound calls and support wider office functions where required Contribute to ad hoc projects and team initiatives About YouMinimum 3 years'' experience within the IFA or financial services sector Strong experience working with provider platforms and new business processing Excellent communication skills, both written and verbal Highly organised with the ability to ..... full job details .....
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