IFA Administrator

Posted 1 week ago by Better Prospects

We have had a fantastic opportunity for an Experienced IFA Administrator to join our busy client in Penn on a full time basis. The ideal candidate will need to have a strong IFA Administration/Client Relationship background working for a Financial Advisory previously.

Key Responsibilities:

- The successful IFA Administrator will be in charge of general admin duties as well as day to day client management answering any queries with regards to Wealth Management

- Previous experience carrying out Pensions/ Risk Scheme/ Wealth Management administration as well as updating the internal CRM system.

- The IFA Administrator will be supporting the Financial Planners in research and analysis to meet client needs and objectives as well as carrying out general correspondence with clients and customers.

- Must be up to date with all FCA Standards and Rules and implement them into procedures.

Key Attributes:

- Must have previous experience working in a Financial Advisory company

- Impeccable communication and organisational skills with a strong attention to detail

- An understanding of FCA regulations and guidelines

- Strong team work ethic and able to work well under pressure

- Must be able to drive

Required skills

  • Financial Advisory
  • Financial Services
  • Financial Planners
  • IFA

Application questions

Do you have previous experience working in a Financial Services company?
Do you have experience as an Administrator?

Reference: 41357275

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