IFA Administration Specialist — Client & Compliance Support

Michael Page; Woodmancote; On-site; GBP 32,000 - 35,000; Full time

Job summary

A reputable organisation in financial services is seeking an IFA Administrator in Hove to provide key administrative support. The successful candidate will maintain client documentation, manage diaries for advisers, and ensure compliance within a professional environment. This permanent position offers a competitive salary between £32,500 and £35,000 per annum, with opportunities for skill development and a supportive work atmosphere.

Qualifications

• Experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office applications.
• Knowledge of financial products and services.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and supporting team goals.

Responsibilities

• Provide comprehensive administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers to ensure smooth processing of applications and policies.
• Manage and update client files and databases efficiently.
• Coordinate appointments and manage diaries for advisers.
• Handle incoming correspondence and distribute it appropriately.
• Assist with compliance and regulatory requirements within financial services.
• Contribute to the continuous improvement of administrative processes.

Skills

Administrative experience in financial services

Strong organisational skills

Proficiency in Microsoft Office

Knowledge of financial products

Excellent communication skills

Proactive problem-solving

Job description

A reputable organisation in financial services is seeking an IFA Administrator in Hove to provide key administrative support. The successful candidate will maintain client documentation, manage diaries for advisers, and ensure compliance within a professional environment. This permanent position offers a competitive salary between £32,500 and £35,000 per annum, with opportunities for skill development and a supportive work atmosphere.