IFA Administrator: Client Care & Compliance Expert

Ultimate Recruitment Group; Leeds; Vor Ort; GBP 21.000 - 30.000; Vollzeit

Zusammenfassung

MPAFM is seeking an Independent Financial Advisor (IFA) Administrator in Leeds to process new and existing business in collaboration with Financial Advisers, while delivering comprehensive administrative support in line with compliance processes.

The role covers client communications, records management, and liaison with product providers, requiring strong interpersonal and organizational skills, along with a focus on regulatory compliance.

Qualifikationen

• Financial Services experience required, specifically admin support for an IFA.
• Financial planning qualifications are not essential but preferred.
• Company will support exam/training progression.

Aufgaben

• Process new and existing business in collaboration with Financial Advisers.
• Provide full administrative support including client reviews and provider documentation.
• Record client communications in line with company policy; maintain compliant files.

Kenntnisse

Interpersonal skills

Communication

Multitasking

Teamwork

Record keeping

Compliance awareness

Telephone/office communication

Ausbildung

Financial Services experience

Administrative support for IFA

Financial planning knowledge (preferred)

Tools

Microsoft Word

Excel

Outlook

Intelliflo back office (preferred)

Jobbeschreibung

MPAFM is seeking an Independent Financial Advisor (IFA) Administrator in Leeds to process new and existing business in collaboration with Financial Advisers, while delivering comprehensive administrative support in line with compliance processes.

The role covers client communications, records management, and liaison with product providers, requiring strong interpersonal and organizational skills, along with a focus on regulatory compliance.