IFA Administration & Operations Support Specialist

Shackleton Advisers Limited; Hove; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial advisory firm is seeking an Administrator to provide vital support to advisers and the Operations Manager. The role involves processing new business submissions, liaising with provider platforms, and assisting with client interactions. Ideal candidates will have at least 2 years of experience in the IFA market, excellent organizational and communication skills, and a capability to work independently in a dynamic office environment. Interested applicants should send their CVs to [e-mail].

Qualifications

• Minimum of 2 years' experience in the IFA market with provider platforms.
• Experience in a fast-paced office environment.
• Ability to learn new software and processes.

Responsibilities

• Provide administrative support to Advisers and Operations Manager.
• Process submissions of new business and maintain compliance.
• Liaise with providers to facilitate transactions.

Skills

Interpersonal skills

Communication skills

Organizational skills

Ability to work independently

Tools

Intelligent Office

Job description

A financial advisory firm is seeking an Administrator to provide vital support to advisers and the Operations Manager. The role involves processing new business submissions, liaising with provider platforms, and assisting with client interactions. Ideal candidates will have at least 2 years of experience in the IFA market, excellent organizational and communication skills, and a capability to work independently in a dynamic office environment. Interested applicants should send their CVs to [e-mail].