IFA Administrator

growing team on a permanent basis.

The successful candidate will be ambitious and efficient and will provide support to the financial advisers.

Responsibilities/Duties;

-Processing applications from advisers

-Maintaining and updating database with relevant policy information

-Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)

-Issuing documents to clients

-Producing and updating client reports

-Obtaining illustrations from relevant platforms for different products

-Drafting suitability reports for advisers

-Ensuring all records are kept up to date and compliant

-Manage the annual review process

-Be the main administrator for a number of advisers

To apply for this role previous experience working within a IFA firm or a similar environment is essential.

Hours- Monday-Friday, 9am-5pm

Salary- Up to GBP25,000