IFA Administrator - Worthing

We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office.

Purpose of role

To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.

Key Responsibilities