IFA Administrator

Job Title: IFA AdministratorLocation: Exeter Salary: 25,000 - 33,000 DOE Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office BasedKey Benefits Include:25 days annual leave plus bank holidays.Office closure between Christmas and New Year.Enhanced company sick pay scheme.Death in Service benefit.Cycle to Work scheme.Supportive and collaborative working environment.Long-term career development opportunities. About the Role:An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter.This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service.Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey.This is a fantastic opportunity for an experienced administrator who takes ownership, works well to deadlines and enjoys being a valued member of a close-knit team.Key Responsibilities:Provide comprehensive administrative support to Financial Advisers.Prepare client documentation and process new and existing business.Liaise with providers and third parties to obtain information and updates.Maintain accurate and up-to-date client records and documentation.Book client review meetings and manage adviser diaries.Handle inbound and outbound client communications ..... full job details .....