IFA Administator
Salary £23,000 - £26,000 p.a DoE
Bury St Edmunds
Hybrid working potential after 12 mths
We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team.
IFA Administrator - The Role
* To provide administrative support to the private client team, to ensure that they have timely and accurate information
* To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems
Key Responsibilities
1. Input fact find details onto IO
2. Undertake scanning and ensure information is saved in the right place
3. Collate information and prepare client review meeting packs
4. Input and analyse completed risk profile questionnaires
5. Undertake post review work in accordance with the checklist
6. Liaise with the team regarding reviews that are due each month and keep opportunities up to date
7. Complete anti money laundering checks via ...