IFA Administrator: Client Services & Compliance

Asset Recruit; Ellesmere Port; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm based in Ellesmere Port is seeking an IFA Administrator to support their Financial Planning team. The role involves processing new business applications, maintaining client records, and liaising with various stakeholders. The ideal candidate will have experience in administration within the financial sector, excellent attention to detail, and the capability to manage multiple tasks efficiently. This position offers a dynamic work environment with opportunities for growth.

Qualifications

• Experience in processing new business applications.
• Knowledge of client reporting services.
• Ability to maintain accurate records.

Responsibilities

• Process new business applications in a compliant manner.
• Liaise with clients and advisers for necessary communications.
• Maintain up-to-date records and documentation.

Job description

A financial services firm based in Ellesmere Port is seeking an IFA Administrator to support their Financial Planning team. The role involves processing new business applications, maintaining client records, and liaising with various stakeholders. The ideal candidate will have experience in administration within the financial sector, excellent attention to detail, and the capability to manage multiple tasks efficiently. This position offers a dynamic work environment with opportunities for growth.