Financial Services Opportunity: IFA Administrator in Falkirk
Join Our Clients Dynamic Team!
Are you an organised, client-focused professional with a passion for financial services? Our client, a leading IFA firm, is seeking a dedicated IFA Administrator to join their established team where they offer a comprehensive range of financial services.
As an IFA Administrator, you’ll support their Financial Planners, Personal Assistants, and Paraplanners.
Your key responsibilities include:
*Welcoming and assisting clients both in-person and over the phone.
*Managing client information and ensuring data accuracy.
*Preparing review packs and client letters.
*Coordinating with providers to gather necessary information.
*Adhering to best practices and maintaining high standards of accuracy.
Why Join Our Clients Teams?
*Competitive salary up to £30,000 DOE + discretionary bonus
*Hybrid & flexible working policy
*24 days holiday – additional day for each year up to 27 days
*Supportive and friendly working environment
*Study support towards professional qualifications
*Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes
Ideal Candidate:
*Good financial services administration skill set in a similar environment
*Working knowledge of Intelligent Office, Curo or other back-office system
*Strong planning and organizational skills
*Client-focused with excellent communication abilities
*Detail-oriented with sound decision-making skills
*Knowledge of financial planning products and processes
Ready to make a difference? Apply now and be part of a team that values long-term client relationships and continuous improvement. If you have any questions, please contact Pauline Low at Reed on