Job Description
Meraki Talent are looking for a highly organised and detail oriented IFA Administrator to join a growing financial planning team. This is an excellent opportunity for someone with experience in financial services administration who enjoys delivering exceptional client service and supporting advisers in a fast-paced environment.
As an IFA Administrator, you will play a key role in ensuring the smooth day to day operation of the business, providing administrative support throughout the client journey and maintaining high standards of accuracy and compliance.
Key Responsibilities
As an IFA Administrator, you will play a key role in ensuring the smooth day to day operation of the business, providing administrative support throughout the client journey and maintaining high standards of accuracy and compliance.
Key Responsibilities
- Provide administrative support to team of Financial Advisers and Paraplanners.
- Prepare client documentation, reports and meeting packs.
- Process new business applications across pensions, investments and protection.
- Liaise with clients, providers and third parties to obtain information and progress cases.
- Manage client records and maintain accu...