Part Time IFA Administrator

Part-Time Administrator - IFA Firm (Near Banbury)Position: Administrator Location: Near Banbury Days: Tuesday, Wednesday, Thursday Hours: 9:00 AM - 5:00 PM Salary: Up to £28,500 pro-rata Experience Required: Previous experience working in an Independent Financial Advisor (IFA) firm is essential About the Role We are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations. Key Responsibilities Liaising with clients to gather personal and policy information and updating records. Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks. Communicating with providers to obtain quotations, illustrations, and transfer values. Overseeing compliance processes, including AML checks and maintaining regulatory standards. Managing client records via CRM, ensuring accuracy and updates are maintained. Assisting with pension transfers, annuity arrangements, and drawdown setups. Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies. Required Skills and Experience Proven experience within an IFA environment is mandatory. Strong organisational and administrative skills. Proficient in using CRMs and financial systems relevant to the IFA sector. Why Apply? Work as part of a professional, dedicated team. Part-time hours with a competitive salary. How to Apply If you meet the required experience and are interested in this role, apply now with your CV.

Location: Oxfordshire, GB

Posted Date: 1/27/2025