About the role
Are you an experienced IFA Administrator seeking your next job within a fast-paced, high-performing financial planning environment? This IFA Administrator opportunity in Arundel and Borehamwood offers the chance to work in a dynamic office supporting multiple Financial Planners within a growing national business that values resilience and strong work ethic.
As an IFA Administrator, you'll deliver comprehensive administrative support across multiple planner portfolios, ensuring advice processes run smoothly from initial consultation through to implementation. Working within a busy, KPI-driven team, you'll thrive under pressure while maintaining exceptional service standards.
Your IFA Administrator responsibilities include:
- Supporting multiple Financial Planners and their client portfolios
- Coordinating planner diaries and client meetings efficiently
- Preparing comprehensive meeting documentation under tight deadlines
- Processing new business applications and liaising with providers
- Producing illustrations, valuations and transfer documentation
- Maintaining accurate records across back-office systems
- Proactive client communication to progress cases at pace
This IFA Administrator role demands someone who can handle high workloads without compromising quality. The Arundel office is experiencing significant growth, offering driven admin...
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