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:
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Managing client administration and maintaining compliance documentation.
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Preparing review packs and reports.
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Processing applications and ensuring accurate record-keeping.
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Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.
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Fostering professional relationships with both clients and colleagues.
Salary & Benefits
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Salary: £28,000 - £34,000 per annum, plus benefits.
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Work Arrangement: On-site, Monday to Friday.
Qualifications
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Proven experience in a financial services or IFA environment is essential.
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Proficiency in financial administration, client file management, and compliance.
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Strong organizational, analytical, and time management skills.
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Excellent communication skills with high attention to detail.
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Proficiency in Microsoft Office Suite.
If you are interested in this opportunity, please get in touch for more information
