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Permanent

IFA Administrator

Burnley
money-bag 28000.00-28000.00 Annual
3085443753
Posted Today

IFA AdministratorLocation: BurnleySalary: Up to £30,000An established financial planning practice is seeking a IFA Administrator to join its busy team in Burnley. This role is key to ensuring existing clients receive an outstanding level of service, while supporting the smooth day-to-day operation of the office.This opportunity would suit an organised and client-focused administrator with experience in financial services or a professional services environment.Role OverviewAs Client Servicing Administrator, you will provide comprehensive administrative and client servicing support, managing the end-to-end client review process and working closely with advisers and external providers to ensure high-quality outcomes for clients.Key Responsibilities" Manage the end-to-end client review process" Book client review meetings within required timescales" Prepare accurate and compliant review packs for client meetings" Prepare and check outgoing correspondence and reports, including confidential information" Deliver a consistently high standard of internal and external client care" Provide administrative support to advisers, including meeting packs, business submissions and client requests" Complete pre-meeting preparation and post-meeting follow-up, updating client records accurately on Salesforce CRM" Answer incoming calls, dealing professionally with clients, providers and third parties" Meet and greet clients and visitors to the office" Liaise extensively with administration centre

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