IFA Administrator - Client Data & Compliance

Service Care Solutions; Belfast City District; Vor Ort; GBP 23.000 - 29.000; Vollzeit

Benefits dieser Stelle

Death in Service

Free Parking

Pension

25 days holiday + Banks

Zusammenfassung

Service Care is seeking an IFA Administrator in Belfast to support financial advisers with pre- and post-sales administration, ensuring all documentation is accurate and up to date. You will craft letters, gather policy information, and assist with client meetings.

Role requires strong MS Office skills, attention to detail, and clear communication. You will work with Defaqto tools and maintain client data across systems; base salary 26k plus benefits.

Qualifikationen

• Experience in a similar role.
• Strong written and verbal communication skills.
• High attention to detail with ability to multitask.

Aufgaben

• Prepare letters and emails to clients.
• Obtain policy information and prepare data for meetings.
• Prepare simple review letters, advice reports and calculations for approval.
• Use Defaqto to produce adviser reports.
• Record and maintain client data on client management systems.

Kenntnisse

Microsoft Office

Attention to detail

Communication skills

Tools

Intelligent Office

Excel MI reporting

Jobbeschreibung

Service Care is seeking an IFA Administrator in Belfast to support financial advisers with pre- and post-sales administration, ensuring all documentation is accurate and up to date. You will craft letters, gather policy information, and assist with client meetings.

Role requires strong MS Office skills, attention to detail, and clear communication. You will work with Defaqto tools and maintain client data across systems; base salary 26k plus benefits.