Ifa Administrator

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment.

You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion.

Key Responsibilities
:

• Processing new business including investments, pensions and protection
• Managing pipelines and seeing cases through to completion
• Booking annual review meetings
• Raising invoices and handling new business queries
• Supporting advisers, clients and providers with administrative requests
• Ensuring all work is completed accurately and within agreed service levels

About You
:

• Previous experience within financial services, IFA or provider environment
• Strong administration and organisational skills
• High attention to detail and accuracy
• Confident communicator with the ability to build client rapport
• Proficient in Microsoft Office, particularly Word and Excel
• Able to work under pressure and manage multiple priorities
• Private Medical Insurance
• Income Protection
• Life Assurance
• Critical Illness cover
• Supportive and collaborative team environment

If you are interested in finding out more, please get in touch with Josie to apply or discuss the opportunity further.

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