Ifa Administrator

Ifa Administrator

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role.

Key Responsibilities

• Processing new business including investments, pensions and protection
• Managing pipelines and seeing cases through to completion
• Booking annual review meetings
• Raising invoices and handling new business queries
• Supporting advisers, clients and providers with administrative requests

About You

• Previous experience within financial services, IFA or provider environment
• Strong administration and organisational skills
• High attention to detail and accuracy
• Confident communicator with the ability to build client rapport
• Proficient in Microsoft Office, particularly Word and Excel

Benefits

• Private Medical Insurance, Income Protection and Life Assurance
• Critical Illness cover and competitive pension
• Supportive and collaborative team environment

If you are interested in finding out more, please get in touch with josie@artemisrecruitment.co.uk to apply or discuss the opportunity further.