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IFA Administrator
Posted 7 days 3 hours ago by TIME Appointments Ltd
Permanent
Full Time
Other
Not Specified, United Kingdom
Job Description
Key Responsibilities 
- Handle phone calls, enquiries, and requests efficiently
- Communicate with clients both verbally and in writing
- Process New Business applications
- Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
- Schedule client meetings and manage Advisers' diaries
- Ensure all financial planning administration is accurate and compliant with company procedures
- Maintain client records on company systems, ensuring files are well organised, accurate, and compliant
- Previous experience within a Financial Planning firm is essential
- CII Level 3 Qualification in Financial Administration preferred (training can be provided)
- Experience with IO and financial platforms
- Understanding of Model Portfolios/DFMs is an advantage
- Strong ability to prioritise and manage workloads effectively
- Excellent communication, planning, and organisational skills
- Analytical mindset with strong problem solving abilities
- Flexible, adaptable, and confident in IT and office software
- Team player with a positive attitude
- Professional industry exams funded, with study support
- Access to an In House Training Academy
- Annual salary review
- Day off on your birthday
- Life Assurance & Pension
- Opportunities to progress to Paraplanner or Adviser roles
TIME Appointments Ltd
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