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Permanent

IFA Administrator

Coventry
money-bag 25000.00-25000.00 Annual
3085440994
Posted Today

IFA AdministratorOffice basedFull time and Part Time consideredThis is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.This is a great first step to develop your career in Financial Services.Key Responsibilities:General Office DutiesManage incoming and outgoing correspondence (emails, post, calls)Maintain office filing systems and ensure records are up to dateSupport team members with administrative tasks as requiredOrdering SuppliesMonitor stock levels of office supplies and place orders as neededLiaise with suppliers to ensure timely delivery and cost-effective purchasingMaintain inventory records and manage supply budgetsCommission Statements and PaymentsPrepare and process commission statements for advisersTrack payments and ensure accurate records are maintainedClient Contact PacksAssemble and prepare client contact packs for meetings and reviewsEnsure all documentation is accurate, compliant, and professionally presentedTeam Support and CoordinationAssist with meeting arrangements, diary management, and internal communicationsContribute to process improvements and administrative efficiencySkills and Qualifications:Strong organisat

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