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Management assistant
IFA Administrator

IFA Administrator

Coast Specialist Recruitment

Posted 8 hours ago, valid for 6 hours

London, Greater London EC1R 0WX

Part Time

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Sonic Summary

A respected IFA Wealth Manager in the City of London is looking to hire an experienced IFA Support Administrator on a full-time basis.
The role involves preparing financial planning reports, assisting advisers with client queries, and ensuring compliance with FCA regulations.
Candidates should possess relevant experience in financial administration and support.
The position offers a competitive salary, although the specific amount is not mentioned in the job description.
The role is available immediately, targeting professionals with prior experience in a similar capacity.

A very well respected IFA Wealth Manager based in smart, professional offices in the City of london are keen to appoint an experienced IFA Support Administrator on a full time basis.

The duties will involve

Technical Support:
Prepare and compile financial planning reports, including templated suitability reports and technical research.
Client Support:
Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.
Compliance:
Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
Data Management:
Update and maintain client records on an " in house" and other relevant systems.

The role is available immediately.

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