Role Description
We are seeking an IFA Administrator for a full-time, on-site role located in Sandy. The IFA Administrator will be responsible for administrative duties, such as organising client meetings and preparing paperwork for advisors. They will work closely with advisors to prepare financial reports, conduct research on clients’ financial accounts, and ensuring all paperwork is filed accurately and timely. They will organise the the paperwork required to transfer pensions and investments, chase transfer progress and update the back office system.
Qualifications
*Strong organization skills, attention to detail and the ability to multitask and prioritize responsibilities efficiently
*Excellent analytical and problem-solving skills, experience in the financial sector would be desirable.
*Excellent written, communication, and interpersonal skills in order to carry out effective client relationship management
*Intermediate computer skills in word processing, spreadsheets, presentation graphics, and database management.
*The ability to adapt to new technologies, including software systems that may come with the role
*Comfortable working collaboratively with team members, as well as independently
*Previous administration experience is desirable