IFA Administrator Exeter
Salary: Up to £32,000 per year
Job Type: Permanent, Full-time

Location: Exeter (office-based)

Role Overview

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

Requirements

• 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