IFA Administrator: Client Reports & Compliance Specialist

IDEX Consulting; Newcastle-under-Lyme; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.

Qualifications

• Previous experience in an IFA environment is essential.

Responsibilities

• Process new business and prepare valuation reports.
• Prepare performance documentation for client review appointments.
• Ensure clients are updated during the process.

Skills

Experience in an IFA environment

Job description

A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.