• IFA Administrator – ELP357

    My fantastic client based in Cheltenham are currently recruiting for an IFA Administrator to join their growing team on a permanent basis.

    The successful candidate will be ambitious and efficient and will provide support to the financial advisers.

    Responsibilities/Duties;

    -Processing applications from advisers

    -Maintaining and updating database with relevant policy information

    -Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)

    -Issuing documents to clients

    -Producing and updating client reports

    -Obtaining illustrations from relevant platforms for different products

    -Drafting suitability reports for advisers

    -Ensuring all records are kept up to date and compliant

    -Manage the annual review process

    -Be the main administrator for a number of advisers

     

    To apply for this role previous experience working within a IFA firm or a similar environment is essential.

     

    Hours- Monday-Friday, 9am-5pm

     

    Salary- Up to £25,000

     


Working Hours

Monday-Friday, 9am-5pm



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