IFA Administrator

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout.
Key Responsibilities:
Maintenance of MS teams folders & version control.
Support with maintaining internal literature, documents, processes & procedures.
Arranging meetings, taking minutes, and managing the team’s diary.
Maintaining records of confidential information on the company software and ensure files are well presented, accurate and logged correctly.
Taking phone calls, enquiries, and requests, and handling them where appropriate
Experience Required:
Experience within a financial planning business would be beneficial
Confident with IT and office software packages including Teams, Outlook, Word and Excel.
Strong ability to identify sensitive, confidential data and able to maintain compliance with GDPR.
Writing concise correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.