IFA Administrator

2 weeks ago


Chelmsford, United Kingdom Noble Recruiting Full time

A reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team.

Responsibilities:

You will be responsible for supporting the advisor's and para planners with quality administration duties

  • Process new business cases
  • Liaising with clients and supporting with any questions or queries they have
  • Preparing client reporting packs
  • Ensuring all compliance documents are correct and upto date
  • Following all legislation
  • Updating the back office system with client information
  • Ad-hoc admin duties

The ideal candidate will have experience working within an administrative role with strong attention to detail and a desire to learn

Important Notice: Noble Recruiting Limited, located in Billericay, Essex, is an equal opportunities employer. With over 15 years of experience, we specialise in both permanent recruitment and the supply of temporary workers. By applying for this role, your details will be processed by Noble Recruiting Limited. For details on how we handle your information, please refer to our Privacy Policy on our website.

Application Status: Due to the high volume of applications, if you haven't heard from us within 14 days, please consider your application unsuccessful at this time.


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