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Date Added: Wed 02/10/2024

Senior IFA Administrator

Hove, UK
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Company: PAGE PERSONNEL SECRETARIAL & BUSINESS SUPPORT

Job Type: Permanent, FullTime

Salary: £28,000 - £33,000 per annum

An exceptional opportunity has arisen for a detail-oriented Senior IFA Administrator within the Financial Services industry. This role, based in Hove, requires a dedicated individual with a robust understanding of Banking & Financial Services.

Client Details

Our client is a well-established entity in the Financial Services sector, boasting a sizeable team of skilled professionals. They are committed to delivering top-notch financial solutions and have a strong presence in the UK market.

Description

  • Efficiently process and monitor new and existing business transactions
  • Deliver exceptional customer service, handling queries with professionalism
  • Maintain and update client records, ensuring data accuracy
  • Liaise regularly with product providers and clients
  • Support the financial advisors in preparing client reviews and reports
  • Keep up-to-date with changes within the financial services industry
  • Comply with all company and regulatory guidelines

Profile

A successful 'Senior IFA Administrator' should have:

  • A solid understanding of the Financial Services sector
  • Excellent customer service and communication skills
  • Proficiency in handling administrative tasks within a Banking & Financial Services environment
  • High level of accuracy and attention to detail
  • Proficiency in using financial software and MS Office suite

Job Offer

  • Competitive salary range of approximately £28,000 to £33,000 per annum
  • The chance to work in a team-oriented, supportive environment
  • Opportunity to grow and develop skills within the Financial Services industry
  • Convenient location in HOVE

If you're a team player, eager to build your career in the Financial Services industry, and you match the criteria outlined, we encourage you to apply for this Senior IFA Administrator position today.

Apply Now