- CRM Management
- Reporting
- Office Based
Fram Search is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters. They are currently seeking a professional, highly organized, and proactive
IFA Administrator
to join the small but dynamic team and provide essential support to advisers.
Key Responsibilities
:
- Provide comprehensive administrative support to Independent Financial Advisers (IFAs).
- Liaise with clients, insurers, investment platforms, and other third parties.
- Prepare client meeting packs, process applications, and ensure all compliance documents are in place.
- Maintain accurate client records using CRM systems and ensure all documentation is compliant with industry regulations.
- Manage client queries, update portfolios, and follow up on adviser requests.
- Assist with the preparation and submission of reports, investment reviews, and other financial documents.
- Maintain awareness of industry developments and changes in financial regulations.
Skills and Experience
:
- Previous experience in an IFA administration or financial services role is essential.
- Strong organizational and communication skills, with the ability to multitask.
- Proficiency in using financial services software (e.g., Intelligent Office, Adviser Office, or similar).
- Knowledge of compliance procedures within the financial sector.
- High attention to detail and the ability to work efficiently under pressure.
- A proactive attitude and willingness to support the team where needed.
This is an excellent opportunity for an IFA Administrator looking to develop their career in a supportive and professional environment. Please note, the role is full time as is office based.