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Permanent

IFA Administrator

Wellington
money-bag 25000.00-25000.00 Annual
3086612965
Posted Yesterday

A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team.This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do.The RoleWorking closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business.Key responsibilities include:Acting as a professional first point of contact for clients via phone, email, and in personSupporting advisers with diary management and meeting coordinationPreparing client meeting packs and documentationProcessing new business applications from submission through to completionLiaising with providers and clients to obtain required informationManaging fund switches, rebalances, and other client transactionsOrganising and supporting client review processesMaintaining accurate and compliant client records using back-office systemsHandling general administrative duties including correspondence and documentationSupporting the wider team and providing cover where requiredAbout YouTo be successful in this role, you will have:Previous experience in an IFA / financial services administration role Strong knowledge of provider platforms and industry processesExcellent organisational skills and at

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