IFA Administrator
IFA AdministratorOffice basedFull time and Part Time consideredThis is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.This is a great first step to develop your career in Financial Services.Key Responsibilities:General Office DutiesManage incoming and outgoing correspondence (emails, post, calls)Maintain office filing systems and ensure records are up to dateSupport team members with administrative tasks as requiredOrdering SuppliesMonitor stock levels of office supplies and place orders as neededLiaise with suppliers to ensure timely delivery and cost-effective purchasingMaintain inventory records and manage supply budgetsCommission Statements and PaymentsPrepare and process commission statements for advisersTrack payments and ensure accurate records are maintainedClient Contact PacksAssemble and prepare client contact packs for meetings and reviewsEnsure all documentation is accurate, compliant, and professionally presentedTeam Support and CoordinationAssist with meeting arrangements, diary management, and internal communicationsContribute to process improvements and administrative efficiencySkills and Qualifications:Strong ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!