Job Description

An extremely busy IFA Wealth Manager is currently seeking an IFA support administrator to join their growing team due to expansion and increased business levels.

You will be working as part of a team supporting IFA's and paraplanners.

Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals and dealing with external companies.

The ideal candidate will be working as an IFA administrator currently and be looking to expand their career.

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 firm.

To provide a high level of support to clients in an efficient, compliant and professional manner.

Required Knowledge, Skills, and Abilities