IFA Administrator - Wymondham

We are currently recruiting for a Financial Planning practice based in Wymondham who are looking to recruit an IFA Administrator.

Main purpose of the role

This is a key role to provide a first-class proactive support service to the Advisers and clients. Working

closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client

receives the highest level of service at all times. You will need to enjoy working as part of a successful team

and be able to actively contribute towards a common goal.

You will be expected to arrange plans and investments as recommended by the Advisers and provide

administrative and technical support to enable them to advise their clients accordingly ensuring

compliance and regulatory requirements are adhered to.

You will be fully accountable and self-reliant and be able to produce accurate work with minimum input

from others.

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