Administrative Assistant

IFA Administrator

Financial Services

St Albans

Office - Full Time

IFA Administrator responsibilities

As an IFA Administrator, you will support the entire paraplanning team to ensure efficient, accurate, and timely delivery of administrative tasks. Core responsibilities will include:

• Document Preparation : Creating cover letters, one-pagers, and other client-facing documents, including supporting documentation for review meetings.
• Diary Management : Assisting with arranging initial and annual review meetings.
• Letters of Authority (LoA) : Processing LoAs by adding them to iO, requesting policy information from providers, chasing outstanding responses, and ensuring all documentation is filed accurately.
• Client Communications : Preparing and sending monthly valuation reports and statements to clients in a timely and professional manner.
• Compliance Man...