Senior IFA Administrator

West Bridgford

£28,000 - £32,000 DOE

Are you a skilled Financial Services Administrator seeking your next career move? Our client is looking for a proactive IFA Administrator to join their dynamic team, providing expert business support to Financial Planners in a professional and fast-paced environment.

Description of the role:

• Conducting research, client valuations, and processing new business
• Preparing suitability reports, client review letters, and fund switch documentation
• Organising and preparing paperwork for client meetings
• Maintaining compliance with FCA regulations, including Consumer Duty
• Acting as a key liaison for clients and providers
• Updating and maintaining client records

About you:

• At least 4+ years of experience in a financial services administration role
• Strong organisational skills with the ability to multi-task
• Excellent written & verbal communication skills
• Ability to interpret data and provide recommendations
• A proactive and professional approach to work

If you're ready to take the next step in your financial services career, we'd love to hear from you!