IFA Administrator
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Ipswich Salary:£24,000 - £27,000 per annum (depending on experience)Benefits:22 days annual leave plus Bank HolidaysPension scheme with 5% employee and 5% employer contributionsFully supported professional qualifications and career developmentFull-time permanent positionOpportunity to develop a long-term career within financial servicesAbout the Company:Our client is a well-established and growing financial planning firm seeking an IFA Administrator to join their team. This is an excellent opportunity for someone looking to begin or further develop a career within the financial services sector. Applications are welcomed from both experienced administrators and individuals looking to enter the industry.Key Responsibilities:Providing administrative support to Financial Advisers and the wider teamPreparing and processing client documentation and applicationsMaintaining accurate client records and management systemsLiaising with clients, product providers, and third partiesAssisting with the preparation of reports, correspondence, and client reviewsEnsuring all administration is completed accurately and within required timescalesSupporting the delivery of an excellent client experienceWhat We''re Looking For:A full UK driving licence is essential due to the office location and limited public transport accessStrong organisational and administrative skillsExcellent attention to ..... full job details .....
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