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Financial Services Administrator
2 months ago
Job Title: IFA Administrator
Job Type: Full-time
Industry: Financial Services
Location: Remote (Flexible)
Job Description:
We are seeking a highly organized and detail-oriented IFA Administrator to join our team. As an IFA Administrator, you will provide administrative support to our financial advisors, ensuring that all work is carried out in a fully compliant manner, in line with FCA regulations and requirements.
Key Responsibilities:
- Provide administrative support to financial advisors, including data entry, document preparation, and filing.
- Ensure that all work is carried out in a fully compliant manner, in line with FCA regulations and requirements.
- Develop and maintain accurate and up-to-date records and databases.
- Assist with the preparation of reports and presentations.
- Perform other administrative tasks as required.
Requirements:
- Experience in financial services or a related field.
- Knowledge of FCA regulations and requirements.
- Excellent organizational and time management skills.
- Ability to work accurately and efficiently in a fast-paced environment.
- Strong communication and interpersonal skills.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work in a dynamic and supportive team environment.
- Professional development and training opportunities.
- A flexible and remote working arrangement.
About Us:
We are a reputable financial practice with a successful history of providing fully independent financial advice to clients. We are committed to delivering exceptional service and building long-term relationships with our clients.
