Junior IFA Administrator

Michael Page; Eastbourne; On-site; GBP 20,000 - 30,000; Full time

Job summary

A firm in Financial Services is seeking a Junior IFA Administrator to support their team. The successful candidate will assist in preparing client documents, maintaining records, scheduling appointments, and ensuring compliance with policies. Ideal candidates will have excellent organisational skills, attention to detail, and administrative experience, preferably in the Financial Services sector. This role offers a supportive environment for professional growth, focusing on client service excellence.

Qualifications

• Previous administrative experience, ideally within the Financial Services industry.
• Strong organisational and time management skills.
• Proficiency in using office software and databases.
• An eye for detail and a commitment to accuracy.
• Excellent communication and interpersonal skills.
• A proactive attitude.

Responsibilities

• Assist with the preparation and processing of client documentation and correspondence.
• Maintain accurate records and update client databases as required.
• Schedule and manage client appointments and meetings.
• Provide administrative support to financial advisers and the wider team.
• Handle incoming client queries and direct them appropriately.
• Ensure compliance with company policies and regulatory requirements.
• Assist with the preparation of reports and client reviews.
• Support the team with any additional administrative tasks as needed.

Skills

Organisational skills

Time management

Communication skills

Interpersonal skills

Attention to detail

Tools

Office software

Databases

Job description

Client Details

The employer is a small‑sized company within the Financial Services industry, known for providing expert financial advice and solutions. They are dedicated to delivering excellent client service and ensuring a supportive working environment for their team.

Description

This is an exciting opportunity for a Junior IFA Administrator to support a team within the Financial Services industry. The role requires an organised and detail‑oriented individual to assist with administrative tasks in a professional and efficient manner.

• Assist with the preparation and processing of client documentation and correspondence.
• Maintain accurate records and update client databases as required.
• Schedule and manage client appointments and meetings.
• Provide administrative support to financial advisers and the wider team.
• Handle incoming client queries and direct them appropriately.
• Ensure compliance with company policies and regulatory requirements.
• Assist with the preparation of reports and client reviews.
• Support the team with any additional administrative tasks as needed.

Profile

A successful Junior IFA Administrator should have:

• Previous administrative experience, ideally within the Financial Services industry.
• Strong organisational and time management skills.
• Proficiency in using office software and databases.
• An eye for detail and a commitment to accuracy.
• Excellent communication and interpersonal skills.
• A proactive attitude.