IFA Administrator

Job Title: IFA Administrator Industry: Financial Services Location: Swansea Salary: £18,000 Reference Number: 14500 Job Description: Recruit UK are working on an excellent opportunity for an IFA Administrator in Swansea to join an IFA firm. Our client is a growing and thriving Financial Planning firm who is looking for a bit of support from an IFA Administrator. As an IFA Administrator, you will be working in a face-paced environment and be responsible for new and existing business applications and communicate with product providers. This company is looking for an IFA Administrator who has high career aspirations and wants to further develop their career. Your role as an IFA Administrator will include, but not limited to the following: Creating new client packs Preparing and sending letters Communicating with clients and product providers Checking fact finds, anti-money laundering information and letter of engagements Preparing review packs for advisers Providing ad-hoc valuations on request Meeting and greeting visitors and answering the telephone What’s in it for you, as an IFA Administrator: Competitive salary (depending on experience) Training and development Young and friendly office environment Modern office Close proximity to Swansea train station Open to flexible working hours Skills and experience required, of an IFA Administrator: Communication on all levels Experience in Financial Service administration Working knowledge of Intelligent Office Understanding of Financial Planning processes