This is an office-based role, with some flexibility
Intellio experience would be a bonus
Salary very much dependent on experience
We are seeking a highly organised and detail-oriented IFA (Independent Financial Advisor) Administrator to join our professional team. The successful candidate will play a vital role in supporting financial planning activities, managing client documentation, and ensuring smooth administrative operations within our financial services firm.
This role offers an excellent opportunity for individuals with a background in administrative support and an interest in financial services to develop their career in a dynamic environment. The position is paid and suitable for applicants with strong organisational and communication skills, as well as proficiency in relevant IT tools.
Prepare and maintain accurate client records, reports, and documentation related to financial planning activities.
Assist with analysis of client data to support financial advice and planning processes.
Draft detailed reports and correspondence using Microsoft Word, Excel, and Outlook.
Manage scheduling of appointments and meetings for financial advisors, ensuring efficient time management.
Coordinate communication between clients, internal teams, and external partners to facilitate seamless service delivery.
Support compliance procedures by organising necessary documentation and ensuring adherence to regulatory standards.
Handle incoming enquiries via email or phone with professionalism, providing excellent customer service.
Maintain organised electronic filing systems for easy retrieval of information.
Contribute to continuous improvement initiatives by providing feedback on administrative processes.
Requirements
Proven experience in report writing and analysis within a financial or administrative setting.
Strong organisational skills with the ability to prioritise tasks effectively.
Excellent communication skills, both written and verbal, tailored to diverse audiences.
Proficiency in Microsoft Office suite, including Word, Excel, Outlook, and other relevant IT tools.
Knowledge of financial services and financial planning principles is desirable but not essential.
Demonstrated customer service skills with a professional approach to client interactions.
Good time management skills to handle multiple priorities efficiently.
Previous administrative experience is preferred, with an emphasis on accuracy and attention to detail.
