Financial Services Administrator
4 weeks ago
Job Title: Financial Services Administrator
We are seeking an experienced Financial Services Administrator to join our team at Tate Recruitment. As an IFA Administrator, you will play a vital role in supporting our team of advisors and client managers.
The ideal candidate will have a good understanding of IFA regulations and FCA compliance. You will be responsible for creating and maintaining accurate client records, preparing client documentation, and providing a friendly and professional point of contact for clients.
Key Responsibilities:
- Create and maintain accurate client records on back-office systems and platforms
- Prepare client documentation and correspondence pre and post meetings
- Provide a friendly and professional point of contact for clients
- Assist with obtaining illustrations and application forms
- Assist Client Managers in preparation and implementation of advice
Requirements:
- Good understanding of IFA regulations and FCA compliance
- Experience in an administrative capacity
- Excellent communication and organizational skills
About Us:
Tate Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing excellent service to our clients and candidates.
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