Senior IFA Administrator Hitchin / Stevenage Up to and;35,000- and;40,000 Hybrid Excellent

Senior IFA Administrator Hitchin / Stevenage Up to £35,000- £40,000 Hybrid Excellent Benefits Are you an experienced IFA Administrator looking for your next long-term opportunity with an established and successful Independent Financial Adviser? We are working with a highly regarded IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Senior Administrator to join its established support team. This is an excellent opportunity for an experienced financial services professional who has a strong understanding of the IFA environment and is looking to take the next step in their career while continuing to develop their technical knowledge. The ideal candidate will be part-way through their Level 4 Diploma in Financial Planning and keen to continue progressing their qualifications. The Role Working closely with Financial Advisers and Paraplanners, you will provide high-quality technical and administrative support throughout the client journey. Your responsibilities will include: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client documentation and meeting packs Processing new business and client instructions Liaising with providers, platforms and third parties Obtaining valuations and conducting product/provider research Preparing illustrations and supporting documentation Maintaining accurate client records and ensuring files are kept up to date Supporting pension, investment and protection cases ..... full job details .....