Focus Search and Selection
The IFA Administrator ensures accurate and timely case management for financial advice clients, supporting advisers in delivering retirement, protection, mortgage, and workplace benefit recommendations. The role involves maintaining compliant client files, coordinating with providers, and ensuring data accuracy across systems. It requires strong administrative skills in financial advice processes and a commitment to regulatory standards and client confidentiality.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Focus Search and Selection.
Focus Search and Selection didn’t post a salary, so this is our estimate from similar listings.
20% below the average for this role