IFA Administrator

IFA Administrator Exeter

Salary: Up to £32,000 per year

Job Type: Permanent, Full-time

Location: Exeter (office-based)

Role Overview

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector.

The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.

Key Responsibilities

Providing administrative support to advisers and clients

Liaising with clients, investment providers, and other third parties

Online processing of applications and investment account management

Handling general client queries in a professional and timely manner

Maintaining accurate records and ensuring compliance standards are met

Requirements

Minimum 1 years experience in financial services, ideally within an IFA practice

Strong organisational skills and attention to detail

Excellent written and verbal communication skills

Proficient in using IT systems and online platforms