Hybrid IFA Administrator – Wealth Management & Compliance

North Oak Recruitment Ltd; Loughborough; Hybrid; GBP 26,000 - 29,000; Full time

Job summary

A recruitment agency is searching for a Senior IFA Administrator near Loughborough. This role offers a hybrid work model, allowing flexibility between office and home. Responsibilities include managing client reviews, preparing necessary reports, and ensuring compliance with FCA standards. The ideal candidate will possess experience in wealth management administration and IFA processes. A competitive salary ranging from £26,000 to £29,000 will be offered based on experience.

Qualifications

• Experience in wealth management administration is essential.
• Prior knowledge of IFA processes is important.

Responsibilities

• Manage client reviews and prepare reports.
• Ensure compliance with FCA standards.

Skills

Wealth management administration

IFA processes

Job description

A recruitment agency is searching for a Senior IFA Administrator near Loughborough. This role offers a hybrid work model, allowing flexibility between office and home. Responsibilities include managing client reviews, preparing necessary reports, and ensuring compliance with FCA standards. The ideal candidate will possess experience in wealth management administration and IFA processes. A competitive salary ranging from £26,000 to £29,000 will be offered based on experience.