IFA Administrator

RGH-Global Ltd; Exeter; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial services team in Exeter seeks an experienced IFA Administrator for a full-time office-based position. The ideal candidate will have at least one year of experience in financial services and strong communication skills, essential for managing administrative tasks and client interactions effectively.

Qualifications

• Minimum 1 years experience in financial services, ideally within an IFA practice.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Providing administrative support to advisers and clients.
• Liaising with clients, investment providers, and other third parties.
• Online processing of applications and investment account management.
• Handling general client queries in a professional and timely manner.
• Maintaining accurate records and ensuring compliance standards are met.

Skills

Strong organisational skills

Attention to detail

Excellent written communication skills

Excellent verbal communication skills

Proficient in IT systems

Job description

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector. The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.

Key Responsibilities

• Providing administrative support to advisers and clients
• Liaising with clients, investment providers, and other third parties
• Online processing of applications and investment account management
• Handling general client queries in a professional and timely manner
• Maintaining accurate records and ensuring compliance standards are met

Requirements

• Minimum 1 years experience in financial services, ideally within an IFA practice
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Proficient in using IT systems and online platforms