IFA Administrator
Job in
Exeter, Devon, EX2, England, UK
Listed on 2025-12-31
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2025-12-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector. The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.
Key Responsibilities- Providing administrative support to advisers and clients
- Liaising with clients, investment providers, and other third parties
- Online processing of applications and investment account management
- Handling general client queries in a professional and timely manner
- Maintaining accurate records and ensuring compliance standards are met
- Minimum 1 years experience in financial services, ideally within an IFA practice
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- Proficient in using IT systems and online platforms
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