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Senior IFA Administrator
West Bridgford
£28,000 - £32,000 DOE
Are you a skilled Financial Services Administrator seeking your next career move? Our client is looking for a proactive IFA Administrator to join their dynamic team, providing expert business support to Financial Planners in a professional and fast-paced environment.
Description of the role:
- Conducting research, client valuations, and processing new business
- Preparing suitability reports, client review letters, and fund switch documentation
- Organising and preparing paperwork for client meetings
- Maintaining compliance with FCA regulations, including Consumer Duty
- Acting as a key liaison for clients and providers
- Updating and maintaining client records
About you:
- At least 4+ years of experience in a financial services administration role
- Strong organisational skills with the ability to multi-task
- Excellent written & verbal communication skills
- Ability to interpret data and provide recommendations
- A proactive and professional approach to work
If you're ready to take the next step in your financial services career, we'd love to hear from you!
