Ifa Administrator

Join Our Clients Dynamic Team in Swansea as an IFA Administrator!

Are you detail-oriented, client-focused, and passionate about financial services? We’re seeking an IFA Administrator to provide crucial support to Financial Advisers.

Your responsibilities will include:

• Obtaining illustrations, key features, and application forms from Platforms & Providers
• Compiling comprehensive client meeting packs
• Issuing letters of authority (LOA) and transfer of agency (TOA)
• Accurately maintaining client details and policy information
• Preparing new business applications
• Responding to inquiries from IFAs, colleagues, clients, and providers
• Managing client valuation schedules
• Ensuring timely communication with clients and providers
• Collaborating with our team to deliver exceptional service

Experience/Skills Required:

• Proficiency in Microsoft Office and other applications
• Excellent written and verbal communication skills
• Client-centric mindset
• Strong organisational abilities
• Industry knowledge
• Attention to detail
• Data entry and record-keeping skills
• Willingness to pursue professional qualifications (desirable)

On Offer:

• Comprehensive salary DOE
• Hybrid working
• 25 days holiday – tiered up to 28 days after 5 years
• 7% employer pension contribution
• Comprehensive benefits package including PMI, Income Protection and Critical Illness
• Office closure over Christmas period and a day off for your birthday, wedding, house move and volunteering
• A range of additional employee incentives such as enhanced maternity and paternity

Ready to make an impact and embark on your career as part of a supportive teams in forward-thinking business? Submit your CV today to avoid disappointment! If you have any questions, please contact Leanne Appleton at Reed on .