IFA Administrator - Client & Pensions Support Pro

Bond Recruitment Ltd; Worthing; On-site; GBP 22,000 - 28,000; Full time

Job summary

A national firm of independent financial advisers is seeking an IFA Administrator for their Worthing offices. The successful candidate will be the point of contact for client queries regarding pensions and investments, providing comprehensive administrative support. Key responsibilities include managing client requests, maintaining client records, and complying with regulatory standards. Candidates should have outstanding communication skills and experience in a financial advice environment is preferred. This role offers a dynamic and supportive work environment.

Qualifications

• Experience in a Financial Advice firm is advantageous.
• Ability to manage and prioritize workloads efficiently.
• Flexibility and adaptability to cope with change.
• Experience of working as part of a team.

Responsibilities

• Assist with reviews and customer requests.
• Act as the point of contact for client queries.
• Preparation of client review packs.
• Maintain client records accurately and compliantly.
• Comply with all company and industry guidelines.

Skills

Outstanding communication skills

Reliability in managing workloads

Analytical and problem-solving skills

Confident with IT and office software packages

Tools

Word

Excel

PowerPoint

Job description

A national firm of independent financial advisers is seeking an IFA Administrator for their Worthing offices. The successful candidate will be the point of contact for client queries regarding pensions and investments, providing comprehensive administrative support. Key responsibilities include managing client requests, maintaining client records, and complying with regulatory standards. Candidates should have outstanding communication skills and experience in a financial advice environment is preferred. This role offers a dynamic and supportive work environment.