Job Description

Your new role
As the Senior IFA Administrator you will play a crucial part in ensuring the client data is accurately maintained in iO, including all written communication with clients and meeting notes, scheduling and managing follow up tasks for the team relating to client meetings and business submissions and closing the plans correctly in iO in a timely manor. You will also provide technical support to the client facing admin teams where needed.

What you'll get in return
This is a brilliant opportunity to gain experience in a key role for the Administration team for an industry leading business. You will take ownership of a number of processes and be an integral part of the business. This role will be based at home from the offset, with the requirement to be in the London office 1-2 days a week.

Required Knowledge, Skills, and Abilities

As the Senior IFA Administrator, you will have sufficient experience in a similar role within the financial services industry, as well as proven experience using iO as a back-office system in a similar role. You will have excellent written and verbal communication skills with exceptional attention to detail. For this role you will need have the relevant experience to ensure you're competent with a more senior role in the business. You will need to be a problem solver, a strategic thinker and a quick learner.