IFA Admin

Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further!An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you''ll play a key role in supporting financial planners and ensuring seamless client service. Benefits:Competitive salary up to 32,000 (DOE)31 Days Holiday (Including Bank Holiday)Holiday entitlement increases with length of serviceLocation - WarwickMonday to Friday - 35 hours per weekPension auto-enrolment schemeGroup Life Cover and Income ProtectionHybrid working opportunitiesEmployee Assistance ProgrammeFinancial Wellbeing Support Role and Responsibilities:Process new business applications, ensuring compliance with FCA regulationsHandle client queries, prepare valuations, and maintain accurate client recordsAssist with investment, pension, and protection administrationPrepare review packs, performance reports, and compliance documentationProcess fund switches, withdrawals, and provider transactionsLiaise with providers, advisers, and clients to ensure smooth operationsMaintain CRM systems and ensure all client data is up to date Required Skills and Experience:At least 2 years of experience in IFA administrationStrong knowledge of investment, pension, and protection productsExcellent organisational skills and attention to detailProficiency in financial systems and CRM softwareStrong communication and client service skillsAbility to
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