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IFA Administrator
3 months ago
You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards.
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.Your responsibilities will include:
- Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
- Performing anti money laundering checks and other compliance documentation
- Submitting new business and tracking cases through their client databaseIFA Administrator Requirements
- You will have 1+ years' experience as an Administrator within Financial Services
- You should have good knowledge of the financial planning process
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleaguesThe CompanyThis growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
