IFA Administrator (Stoke on Trent)

Stoke-on-trent

Administration

Annual

Permanent


Are you an organised and proactive individual with a passion for delivering excellent client service? We're working with a well-established financial planning firm that is looking for a reliable IFA Administrator to support their Advisers and help deliver a seamless client experience. Key Responsibilities:

  • Provide administrative support to Financial Advisers across all aspects of the client journey
  • Manage client communications with a professional and friendly approach
  • Maintain accurate records, ensuring all documentation is up-to-date and compliant
  • Assist with day-to-day operational tasks to support the smooth running of the business
  • Collaborate with the wider team to enhance client experience and overall efficiency
What We're Looking For:
  • Previous experience in an IFA or financial services admin role preferred
  • Strong attention to detail and organisational skills
  • Excellent written and verbal communication skills
  • A team player with a positive attitude and willingness to learn
  • Ability to work efficiently in a fast-paced environment while maintaining high standards
This is a great opportunity to join a supportive, professional team with a focus on quality service and long-term client relationships. If you're looking to build your career in financial services and want to make a real impact, we'd love to hear from you.

JBRP1_UKTJ

Share:

Related Jobs

Sign-up for our FREE newsletter...

We want to provide stoke with more and more clickbait-free news.

     

...or become a Supporter.
Stoke-on-Trent. Your City. Your News.

Local news is essential for our community — but it needs your support.
Your donation makes a real difference.
For monthly donators:
Ad-free experience