Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Hove East Sussex, United Kingdom Nelson Scott Full time

You may be scanning documents, putting financial information together in spreadsheet’s for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop your understanding and aid your development.

Input and maintain data on the Company's back office system.
• Liaise with both internal and external contacts and clients by telephone and e-mail.
• Communicate with Life Offices and Investment Houses when requesting information.
• Maintain client records using the Intelligent Office system.
• Prepare client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.
• Develop productive working relationships with colleagues and clients throughout the financial services environment.
• Ensure compliance adherence with FCA regulatory and legislative requirements.
• Act in accordance with the terms and conditions of your employment contract.


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