Junior IFA Administrator
This is an exciting opportunity for a Junior IFA Administrator to support a team within the Financial Services industry. The role requires an organised and detail-oriented individual to assist with administrative tasks in a professional and efficient manner.Client DetailsThe employer is a small-sized company within the Financial Services industry, known for providing expert financial advice and solutions. They are dedicated to delivering excellent client service and ensuring a supportive working environment for their team.DescriptionAssist with the preparation and processing of client documentation and correspondence.Maintain accurate records and update client databases as required.Schedule and manage client appointments and meetings.Provide administrative support to financial advisers and the wider team.Handle incoming client queries and direct them appropriately.Ensure compliance with company policies and regulatory requirements.Assist with the preparation of reports and client reviews.Support the team with any additional administrative tasks as needed.ProfileA successful Junior IFA Administrator should have:Previous administrative experience, ideally within the Financial Services industry.Strong organisational and time management skills.Proficiency in using office software and databases.An eye for detail and a commitment to accuracy.Excellent communication and interpersonal skills.A proactive attitude and the ability to work effectively in a team.Job OfferCompetitive salar
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