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Permanent

Ifa Administrator

Worthing
money-bag 30000.00-30000.00 Annual
3085433878
Posted 2 days ago

IFA Administrator / Financial Services AdministratorJob Type: Full-time; HybridLocation: WorthingSalary: £25,000 - £35,000Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department.Day-to-day of the role:Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.Preparing and sending accurate client communications promptly.Answering and making telephone calls to clients and providers, adhering to the team''s communication recording policy.Completing application forms accurately.Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.Supporting the team with additional projects as directed.Training other team members as required.Completing Continuing Professional Development (CPD) in line with the company''s Training and Competenc

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