Ifa Administrator
Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business and provide administrative support across investments, pensions, protection and occasionally mortgages.
Key Responsibilities
- Collate provider information and client illustrations to support financial recommendations
- Run Risk Profiler results and produce fund switch, valuation and review reports
- Process new business, withdrawals and switches in line with compliance standards
- Prepare and maintain suitability reports and supporting client documentation
- Maintain accurate records in back-office systems
Skills & Experience
- Minimum 2 years' experience in an IFA Administrator role
- Strong customer service and communication skills
- Team player with ability to plan, prioritise and multitask
Pension scheme, 23 days annual leave plus bank holidays, group life cover and income protection. Hybrid working: 2 days from home, 3 days in the office. Please submit your CV to sam@artemisrecruitment.co.uk with a brief covering note.
