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IFA Administrator
  • Cambridge, Cambridgeshire
2 years ago
£ £21,500 - £24,500/annum
Administrator
Permanent
Job Description

Duties will include, but not be limited to:

  • Provide administration support for a bank of clients as identified by Client Administration Manager
  • Process new and existing business as instructed by the relevant Director or Financial Planner
  • Keep the relevant individuals and/or client updated, as and when required
  • Ensure the back-office systems and client records are maintained and accurate at all times
  • Adhere to the Company handbook at all times.
  • Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)

We are keen to speak with individuals who have at least 2 years’ experience in a similar role within a Financial Planning Practice. RO1 or equivalent qualified (or with a willingness to complete within an agreed timescale) is essential, as being a Chartered practice, our client assist and support with employee training, qualifications and career development.


Required Knowledge, Skills, and Abilities
RO1 or equivalent qualified (or with a willingness to complete within an agreed timescale) is essential,

Reference no: 12365

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