IFA Administrator

Overview

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.

Responsibilities

We are urgently seeking an Investment / IFA Administrator to join the existing Administrative teams. Generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.

• Process and monitor all new business applications for both Directors and Financial Advisors, liaising with clients and product providers.
• Maintain a strict diary system for all cases submitted and provide regular updates on cases and their development.
• Ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements.
• Provide support to Directors and Advisors w...