IFA Administrator

Coast Specialist Recruitment

Posted 6 hours ago, valid for a month

Stowmarket, Suffolk IP14 4BW, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A respected IFA Wealth Manager in Stowmarket is seeking an experienced IFA Support Administrator for a full-time position.
The role involves preparing financial planning reports, assisting advisers with client queries, and ensuring compliance with FCA regulations.
Candidates should have a background in technical support, client support, and data management, with elements of paraplanning included.
The position is available immediately and requires relevant experience in the field.
Salary details were not specified in the job description.

A very well respected IFA Wealth Manager based in smart, professional offices in the Stowmarket area 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.
Elements of paraplanning/suitability report writing are involved too.

The role is available immediately.

Apply now in a few quick clicks

IFA Administrator

Audit Assistant Manager

Project Administrator Assistant

Project Finance Assistant