Ifa Administrator

The Opportunity A respected and growing financial services organisation is seeking an experienced Financial Services Administrator to join its established Client Services team. This is an excellent opportunity for an individual with previous industry experience who is looking to develop their career within a professional, supportive, and client-focused environment. The successful candidate will play a key role in supporting advisers, maintaining exceptional client service standards, and ensuring the smooth day-to-day administration of financial planning activities. Key Responsibilities General Administration Manage incoming and outgoing post, including scanning, filing, and preparing correspondence. Answer telephone calls and direct enquiries appropriately. Respond to client queries in a professional and timely manner. Update internal task management and back-office systems. Welcome visitors and assist with meeting arrangements. Manage adviser diaries and appointments. Adviser Support Request and collate client plan information. Assist with the preparation of client meetings and reviews. Prepare client correspondence and documentation. Liaise with clients and financial service providers. Produce illustrations and supporting reports. Client Review and Reporting Prepare and distribute client portfolio reports. Compile review documentation for advisers. Produce fund and investment performance information. Support ongoing client servicing and review processes. New ..... full job details .....