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.
-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