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IFA Administrator
Location:
Milton Keynes
Description:
Join a Leading Financial Services Firm as an IFA AdministratorAre you passionate about the world of finance and keen to support individuals in their journey towards financial prosperity? An exciting opportunity has arisen for an IFA Administrator to join a prominent financial services firm. About Us: We are a well-established and highly respected financial services company with a strong focus on providing personalized solutions and exceptional service to our clients. Our team of dedicated professionals is committed to helping clients achieve their financial goals and secure a prosperous future. Role Overview: As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisors (IFAs) in delivering top-tier financial advice to our valued clients. You will be responsible for managing administrative tasks, ensuring a smooth workflow, and providing efficient assistance to the advisory team. Key Responsibilities: - Assisting IFAs with client onboarding and preparing necessary documentation. - Processing client applications, updating records, and managing databases accurately. - Liaising with clients and financial institutions to facilitate transactions and resolve queries promptly. - Preparing reports, presentations, and other documentation as required. - Coordinating meetings, managing calendars, and organizing events to enhance client engagement. - Ensuring compliance with relevant regulations and company policies. - Collaborating with internal teams to optimize operational efficiency. Requirements: - Proven experience as an IFA Administrator or in a similar administrative role within the financial services industry. - Strong organizational skills with meticulous attention to detail. - Excellent communication and interpersonal abilities. - Proficiency in using financial software and Microsoft Office Suite. - Sound knowledge of financial products and industry regulations. - Ability to handle multiple tasks. Visit ListedBuy for more information.
Company:
Independent Resourcing Consultancy
Posted:
February 7 on ListedBuy
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More About this Listing: IFA Administrator
IFA Administrator is a Clerical Administrator Job at Independent Resourcing Consultancy located in United States. Find other listings like IFA Administrator by searching Oodle for Clerical Administrator Jobs.
IFA Administrator is a Clerical Administrator Job at Independent Resourcing Consultancy located in United States. Find other listings like IFA Administrator by searching Oodle for Clerical Administrator Jobs.