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IFA Administrator

  • Salary: Up to £23000 per annum
  • Location: Cambridge, Cambridgeshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Sep 2019
  • Job reference: 33181

Love working as an administrator in financial services but looking for a brand spanking new role?


Well come closer, this one is for you!


The role:
Working for a chartered financial planning business in the centre of Cambridge you'll become an integral team member supporting Paraplanners and Financial Planners in their work. The business who have a client base of high net worth and ultra-high net worth clients is seeking for someone looking for longevity in their admin career, who demonstrates passion for supporting a team and the business. As well as general administrative duties such as post distribution, form processing and archiving you will be responsible for dealing with client queries, preparing and sending client suitability letters, management of client reviews and much more. Given the nature of the role and the level of clients the business deals with it is important that you are a confident communicator and have existing experience of working within financial services.


Skills/Experience

  • Experience of working in IFA administration
  • Confident communicator with a positive attitude
  • Highly organised and willingness to learn
  • Experience of using a CRM, ideally Adviser Office (1st)

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