*CRM Management
*Reporting
*Office Based
Fram Search is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters. They are currently seeking a professional, highly organized, and proactive IFA Administrator to join the small but dynamic team and provide essential support to advisers.
Key Responsibilities:
*Provide comprehensive administrative support to Independent Financial Advisers (IFAs).
*Liaise with clients, insurers, investment platforms, and other third parties.
*Prepare client meeting packs, process applications, and ensure all compliance documents are in place.
*Maintain accurate client records using CRM systems and ensure all documentation is compliant with industry regulations.
*Manage client queries, update portfolios, and follow up on adviser requests.
*Assist with the preparation and submission of reports, investment reviews, and other financial documents.
*Maintain awareness of industry developments and changes in financial regulations.
Skills and Experience:
*Previous experience in an IFA administration or financial services role is essential.
*Strong organizational and communication skills, with the ability to multitask.
*Proficiency in using financial services software (e.g., Intelligent Office, Adviser Office, or similar).
*Knowledge of compliance procedures within the financial sector.
*High attention to detail and the ability to work efficiently under pressure.
*A proactive attitude and willingness to support the team where needed.
This is an excellent opportunity for an IFA Administrator looking to develop their career in a supportive and professional environment. Please note, the role is full time as is office based.