Enable job alerts via email!
A recruitment agency is seeking an IFA Administrator in Colchester, UK, to provide essential support in a financial planning practice. The ideal candidate will manage client documentation, maintain relationships, and ensure efficient service. Proven proficiency in Microsoft Office, excellent communication, and a client-focused approach are necessary. This role offers a chance to work in a dynamic environment supporting Financial Advisers.
Social network you want to login/join with:
col-narrow-left
Blakemore Recruitment
Colchester, United Kingdom
Other
-
Yes
col-narrow-right
c689b373c840
25
01.08.2025
col-wide
We are currently recruiting for a Financial Planning practice in Coggeshall who are looking to recruit an IFA Administrator to join their busy team.
They are currently seeking an experienced Financial Services Administrator to provide pre- and post-sales support to Financial Advisers, ensuring client documentation and requests are accurately processed and completed within required timeframes and in accordance with company compliance guidelines.
The ideal candidate would be passionate about administration, supporting, and working as part of a team with Wealth Planning experience. They should provide high-level support to clients in an efficient, compliant, and professional manner.
Experience:
Key Responsibilities: