IFA Administrator - Client Services & Coordination

Posted 20 days 8 hours ago by Office Angels

Permanent
Full Time
Other
Devon, Exeter, United Kingdom, EX1 1
Job Description

Office Angels in Exeter is seeking an organised IFA Administrator to join a well-established team. You will provide comprehensive support to Financial Advisers, handle client documentation, and liaise with providers to keep client records up to date.

The role emphasizes delivering a professional client service in a fast-paced environment. The successful candidate will manage multiple priorities, maintain accurate records, and work closely with advisers to schedule reviews and handle client