Senior IFA Administrator

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients.

Role Description

This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include:

* Managing client administration and maintaining compliance documentation.

* Preparing review packs and reports.

* Processing applications and ensuring accurate record-keeping.

* Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.

* Fostering professional relationships with both clients and colleagues.

Salary & Benefits

* Salary: £28,000 - £34,000 per annum, plus benefits.

* Work Arrangement:
On-site, Monday to Friday.

Qualifications

* Proven experience in a financial services or IFA environment is essential.

* Proficiency in financial administration, client file management, and compliance.

* Strong organizational, analytical, and time management skills.

* Excellent communication skills with high attention to detail.

* Proficiency in Microsoft Office Suite.

If you are interested in this opportunity, please get in touch for more information