IFA Administrator - full or part time

Are you looking for a role with genuine flexibility and the opportunity to shape your future? We are looking for someone to join at an exciting time of growth. With a new Director in role for over a year we've already seen growth in our numbers and process changes to support our very high client service standards. We're proud of being a truly independent firm and our tailored approach to our client work.
We're looking for someone with 1+ years of experience as either a IFA Administrator or Senior IFA Administrator, the role will have the following responsibilities:

Oversee and manage daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.

Prepare and process new business applications across pensions, investments, protection and tax wrappers.

Liaise with providers and third parties to obtain valuations, policy information and resolve queries.

Liaise with clients, as and when required, to provide a high level of customer service.

Ensure all documentation is complete, compliant and ac...