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IFA Administrator

1 month ago

Stansted, United Kingdom Tate Recruitment Full time
Job Overview

Tate Recruitment is seeking an experienced IFA Administrator to support their team of advisors and client managers in a Wealth Management firm based in Stansted.

This is a great opportunity for a candidate with a financial background to work in a firm that prioritizes its customers and working culture.

The successful candidate will have the opportunity to grow and develop within the role, or hone their administrative skills.

The Administrator will be responsible for:

  • Creating and maintaining accurate client records on back-office systems and platforms
  • Maintaining client files to compliance standards with KYC information
  • Preparing client documentation and correspondence
  • Assisting with obtaining illustrations and application forms
  • Supporting Client Managers in preparation and implementation of advice
  • Checking accuracy and completeness of new business documentation
  • Monitoring and chasing up progress on applications and transactions
  • Producing portfolio valuations
  • Assisting with fund top-ups, withdrawals, switches, and rebalances
  • Providing a friendly and professional point of contact for clients
  • Providing ad-hoc data, analysis, and reports as required
  • Recording fees

The ideal candidate will have a good understanding of IFA regulations and FCA compliance, as well as a can-do and collaborative attitude to work.