IFA Administrator (Wealth Management only)

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment.

You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion.

Key Responsibilities:

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• Processing new business including investments, pensions and protection
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• Managing pipelines and seeing cases through to completion
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• Booking annual review meetings
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• Raising invoices and handling new business queries
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• Supporting advisers, clients and providers with administrative requests
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• Ensuring all work is completed accurately and within agreed service levels
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About You:

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• Previous experience within financial services, IFA or provider environment
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• Strong administration and organisational skills
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• High attention to detail and accuracy
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• Confident communicator with the ability to build client rapport
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• Proficient in Microsoft Office, particularly Word and Excel
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• Able to work under pressure and manage multiple priorities
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Benefits:

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• Private Medical Insurance
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• Income Protection
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• Life Assurance
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• Critical Illness cover
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• Competitive pension
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• Supportive and collaborative team environment
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If you are interested in finding out more, please get in touch with Josie at Artemis Recruitment to apply or discuss the opportunity further.