IFA Administrator: Financial Advice Support & Compliance

Brampton Recruitment Ltd; Newcastle-under-Lyme; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment. Competitive salary of up to £30,000 per annum, with 35-37.5 hours work per week.

Qualifications

• Previous experience as an IFA Administrator or similar role is essential.
• Experience across the market including Trusts, Bonds, Investments, and Pensions.
• Ability to work in a fast-paced environment with attention to detail.

Responsibilities

• Produce client meeting documentation for the Financial Advisor.
• Process fees related to business and follow up for payment.
• Monitor progress of all new business and perform compliance checks.
• Respond to queries from clients and product providers.
• Prepare documentation for annual reviews and manage client files.

Skills

Communication skills

Time management

Organisational skills

Attention to detail

Tools

Intelligent Office

Job description

A recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment. Competitive salary of up to £30,000 per annum, with 35-37.5 hours work per week.