IFA Client Administrator
This IFA Client Administrator job offers you the opportunity to join a thriving national financial planning firm where your contribution genuinely matters. If you're an experienced administrator looking for a role with real variety and clear progression, this IFA Client Administrator position could be your next career move.
As an IFA Client Administrator, you'll be integral to delivering exceptional client experiences throughout the financial planning journey. Working alongside Financial Advisors and an established administration team, you'll ensure advice processes run smoothly, efficiently and compliantly.
Your responsibilities as an IFA Client Administrator will include:
Supporting Advisors with diary management and meeting coordination
Preparing comprehensive meeting packs ahead of client appointments
Proactively contacting clients to obtain outstanding information
Liaising with internal teams and external providers to progress cases
Processing new business applications and maintaining accurate records
Producing key illustrations, projections and valuations
This IFA Client Admini...
IFA Administrator • Northallerton, North Yorkshire, UK
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