Senior Administrator - Accomplish Today : Job Details

Do you want to work for a reputable firm with a wealth of experience?

Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression?

Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors?

Excellent, please do get in touch.Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator.What are the day-to-day responsibilities of the IFA Administrator:

• Onboarding new clients
• Compile investment illustrations on behalf of Paraplanner
• Liaise with clients and providers regularly on queries, valuations, plan alterations etc

Required Skills and Qualifications:

• Previous experience as an IFA Administrator
• Strong communication skills both verbal and written
• Detail focused with a strong work ethic

The role does offer hybrid working a potential tax free bonus.