Opportunity Description
We are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firmbased in High Wycombe, who are looking to add an experienced IFA Administrator to their growing team.
This is an excellent opportunity for someone with intelligent office experience who is detail-oriented, professional, and comfortable working in a fast-paced financial services environment.
The Role:
As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth running of client services. Your responsibilities will include:
Providing full administrative support to IFAs
Processing new business, valuations, and policy documentation
Liaising with clients, providers, and internal teams in a professional manner
Maintaining accurate client records and ensuring FCA compli...
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