IFA Administrator

Company:  Brook Street
Location: High Wycombe
Closing Date: 18/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
About the Company: Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator.Why Apply? Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance.Supportive Team: Work in a collaborative environment with the tools you need to succeed. Key Responsibilities: Efficient Administration: Manage new business submissions and track progress across investment platforms.Attention to Detail: Prepare, process, and monitor new business applications.Client Service: Oversee client annual review packs from start to finish.Problem Solving: Adapt to industry changes and suggest process improvements.Collaboration: Work closely with colleagues and maintain a positive, proactive approach. What You Bring: Experience: Solid background in Financial Services, particularly with IFA firms.Motivation: A can-do attitude and passion for delivering quality results.Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office.Organisational Skills: Strong attention to detail and the ability to work both independently and in a team.
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Brook Street
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