IFA Administrator: Client & Pensions Support

Bond Recruitment Ltd; Milton Keynes; On-site; GBP 19,000 - 23,000; Full time

Job summary

A national firm of financial advisers in Milton Keynes is seeking an IFA Administrator to enhance client administration. The successful candidate will manage client inquiries regarding pensions and investments, handle office administration, and maintain compliant client records. Strong communication and organizational skills, along with IT proficiency, are fundamental for success in this role. The firm looks for motivated individuals ready to thrive in a dynamic environment.

Qualifications

• Experience in a financial advice firm is advantageous.
• Reliable with ability to manage workloads.
• Must exhibit outstanding communication skills.

Responsibilities

• Act as point of contact for client queries regarding pensions.
• Prepare client review packs and handle illustration requests.
• Maintain client records on company software.

Skills

Communication skills

Time management

Problem solving

Teamwork

IT proficiency

Tools

Word

Excel

PowerPoint

Job description

A national firm of financial advisers in Milton Keynes is seeking an IFA Administrator to enhance client administration. The successful candidate will manage client inquiries regarding pensions and investments, handle office administration, and maintain compliant client records. Strong communication and organizational skills, along with IT proficiency, are fundamental for success in this role. The firm looks for motivated individuals ready to thrive in a dynamic environment.