IFA Administrator

IFA Administrator – Permanent
A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation with a varied and demanding workload. You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial/Tax planning services to a wide client portfolio.
Job Description:
As the IFA Administrator, you will be producing and collating client meeting documentation for the Financial Advisor, which includes portfolio valuations, application forms and regulatory documents
Producing new business packs for a range of products, including pensions, investments, trusts and other financial products
As the IFA Administrator, you will be processing fees in relation to new and ongoing business and following up for payment
Monitoring and updating the progress of all new business
Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standard...