IFA Administrator

IFA Administrator Bishop''s Stortford £35,000 to £40,000 dependent on experience, plus benefits and exam support. An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award winning wealth management business This is an ideal opportunity for an ambitious and technically capable Financial Planning Administrator who enjoys working closely with Advisers, Paraplanners and clients, and who wants to develop their career within a professional, client-focused environment. The successful candidate will join an established and supportive team where attention to detail, quality of service and a genuine commitment to clients are highly valued. The IFA Administrator Role: Working alongside experienced Financial Advisers and Paraplanners, the IFA Administrator will play a key role in ensuring the smooth and efficient delivery of the financial planning process. IFA Administrator Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing and processing client documentation, applications, and new business Managing client correspondence and maintaining accurate records Liaising with providers, platforms and third parties to obtain information and progress cases Processing new business and monitoring applications through to completion Arranging client meetings and maintaining adviser diaries where required Preparing meeting packs, valuations, and supporting documentation Updating and ..... full job details .....