Ifa Administrator - Reed : Job Details

IFA Administrator

• Job Type: Full-time
• Location: Orpington
• Salary: £28000 p/a - £35000 p/a

We are seeking a diligent and professional IFA Administrator to support our team of Independent Financial Advisors. The ideal candidate will have a keen eye for detail and a strong background in financial services administration.

Day to Day of the Role:

• Provide administrative support to Independent Financial Advisors, ensuring efficient operation of the office.
• Process and follow up on client documentation, ensuring compliance with regulatory standards.
• Manage client databases, keeping records up to date and accurate.
• Prepare reports and financial summaries for client meetings.
• Liaise with clients, providing high-quality customer service and handling queries.
• Coordinate appointments and maintain the advisors’ schedules.
• Assist with the implementation of new processes and systems to improve efficiency.

IFA Administrator Required Skills:

• Proven experience in an administrative role within the financial services sector.
• Strong organisational and time-management skills.
• Excellent communication skills, both written and verbal.
• Proficiency in office software, including Microsoft Office Suite.
• Familiarity with financial regulations and compliance requirements.
• Ability to work independently and as part of a team.
• A proactive approach to problem-solving and process improvement.

IFA Administrator Benefits:

• Opportunities for professional development and career progression. 
• Supportive and collaborative work environment.
• 25 days’ holiday plus bank holidays and more!

To apply for the IFA Administrator position, please submit your asap!