Job Description

We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office.

Purpose of role


To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.


Key Responsibilities

  • To obtain illustrations, key features and application forms from Platforms Providers as required.

  • Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.

  • To post client documentation to the client or product providers as appropriate.

  • ...

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