Job Ref: 212734963

Date: 2020-11-11 12:59:46

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We have had a fantastic opportunity for an Experienced IFA Administrator to join our busy client in Penn on a full time basis. The ideal candidate will need to have a strong IFA Administration/Client Relationship background working for a Financial Advisory previously.

Key Responsibilities:

– The successful IFA Administrator will be in charge of general admin duties as well as day to day client management answering any queries with regards to Wealth Management

– Previous experience carrying out Pensions/ Risk Scheme/ Welath Management administration as well as updating the internal CRM system.

– The IFA Administrator will be supporting the Financial Planners in research and analysis to meet client needs and objectives as well as carrying out general correspondence with clients and customers.

– Must be up to date with all FCA Standards and Rules and implement them into procedures.

Key Attributes:

– Must have previous experience working in a Financial Advisory company

– Impeccable communication and organisational skills with a strong attention to detail

– An understanding of FCA regulations and guidelines

– Strong team work ethic and able to work well under pressure

– Must be able to drive

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