IFA Administrator

Join a Top 20 Accountancy Firm That''s Growing Fast At TC Group, we''re more than accountants. We''re trusted business advisors helping ambitious entrepreneurs, SMEs and larger organisations achieve their goals. As one of the UK''s fastest-growing Top 20 accountancy firms, we''re proud of our people-first culture, our collaborative approach and our commitment to helping both our clients and our colleagues succeed. We''re looking for a talented IFA Administrator to join our Portsmouth team. If you''re looking for a role where your ideas are valued, your development is supported and your contribution genuinely makes a difference, we''d love to hear from you. The Opportunity This is a great opportunity to build your career within the IFA sector, with ongoing development and progression opportunities. Based in Portsmouth, the role includes occasional travel to other offices and client sites, so a full UK driving licence and access to your own vehicle are essential. What You''ll Be Doing As our IFA Administrator, you''ll be responsible for: Maintaining up to date client fact find information and client files Processing new business applications including liaising with providers Obtaining plan information from providers Document management / scanning Assisting advisers with research / preparation to ensure the smooth running of the day-to-day business Preparing annual reviews for adviser client meetings General office duties, including answering telephones, preparing meeting ..... full job details .....