IFA Administrator | Client & Compliance Support

Blakemore Recruitment; Cheam; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning practice in Cheam is seeking an IFA Administrator to join their team. The successful candidate will be responsible for processing business submissions, assisting with internal and external enquiries, and managing compliance and documentation. Candidates must have experience working within an IFA practice and strong organizational skills. This role offers the opportunity to support a dynamic team in a fast-paced environment.

Qualifications

• Experience working within an IFA practice is essential.
• Ability to handle business enquiries and submissions accurately.
• Strong organizational skills for tracking and documentation.

Responsibilities

• Process business submissions within service-level agreements.
• Assist with enquiries related to commission and accounts.
• Monitor shared email inboxes and manage correspondence.
• First point of contact for telephone enquiries.
• Support daily tasks during staff absences.
• Manage the deceased client process.
• Handle compliance file processes.
• Monitor and check client information updates.

Skills

Experience in IFA practice

Attention to detail

Communication skills

Job description

A financial planning practice in Cheam is seeking an IFA Administrator to join their team. The successful candidate will be responsible for processing business submissions, assisting with internal and external enquiries, and managing compliance and documentation. Candidates must have experience working within an IFA practice and strong organizational skills. This role offers the opportunity to support a dynamic team in a fast-paced environment.