IFA Administrator – Hybrid Role with Career Growth

Anderson Recruitment Ltd; Cheltenham; Híbrido; GBP 18 000 - 30 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Company pension

Life insurance

Qualifications support

Mentoring & progression

Social events

Conferences with expenses covered

Resumo da oferta

Anderson Recruitment Ltd is partnering with a Cheltenham-based financial planning practice to recruit an experienced IFA Administrator. You will support several Independent Financial Advisers and a team of administrators, handling client administration and ensuring FCA compliance.

Role is hybrid after probation (2 days in office, 3 days remote). Responsibilities include preparing client review packs, processing new business applications across pensions, investments, protection and mortgages,

Qualificações

• Experience in an IFA support or administration role
• Good understanding of pensions, investments, protection and mortgage products
• Excellent organisational and administration skills
• Strong attention to detail and a high level of accuracy
• Ability to prioritise a busy workload and meet deadlines
• A proactive and positive team player with excellent communication skills

Responsabilidades

• Preparing client review packs for adviser meetings
• Processing new business applications across pensions, investments, protection and mortgage products
• Maintaining and updating client records, ensuring information is accurate and compliant
• Liaising with providers, advisers and clients to progress applications and resolve queries
• Producing client documentation and reports
• Drafting suitability reports for advisers
• Supporting advisers with ongoing client administration
• Ensuring all work is completed accurately and in line with FCA compliance requirements

Conhecimentos

IFA administration

Pensions knowledge

Investments knowledge

Attention to detail

Time management

Descrição da oferta de emprego

Anderson Recruitment Ltd is partnering with a Cheltenham-based financial planning practice to recruit an experienced IFA Administrator. You will support several Independent Financial Advisers and a team of administrators, handling client administration and ensuring FCA compliance.

Role is hybrid after probation (2 days in office, 3 days remote). Responsibilities include preparing client review packs, processing new business applications across pensions, investments, protection and mortgages,