Job details

Job code:


Job title:

IFA Administrator

Job description:

We have had a fantastic opportunity for an Experienced IFA Administrator to join our busy client in Penn on a full time basis. The ideal candidate will need to have a strong IFA Administration/Client Relationship background working for a Financial Advisory previously.

Key Responsibilities:

- The successful IFA Administrator will be in charge of general admin duties as well as day to day client management answering any queries with regards to Wealth Management

- Previous experience carrying out Pensions/ Risk Scheme/ Wealth Management administration as well as updating the internal CRM system.

- The IFA Administrator will be supporting the Financial Planners in research and analysis to meet client needs and objectives as well as carrying out general correspondence with clients and customers.

- Must be up to date with all FCA Standards and Rules and implement them into procedures.

Key Attributes:

- Must have previous experience working in a Financial Advisory company

- Impeccable communication and organisational skills with a strong attention to detail

- An understanding of FCA regulations and guidelines

- Strong team work ethic and able to work well under pressure

- Must be able to drive




Monday - Friday




To apply for this job, either click the APPLY FOR THIS JOB button and email us your contact details along with your CV and the job code OR call us on 01494 433346.