IFA Administrator

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.