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IFA Administrator - Cambridge, Cambridge
Location: Cambridge, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
42d27ec789c4
Job Views:
40
Posted:
10.08.2025
Expiry Date:
24.09.2025
Job Description:
IFA Administrator - Cambridge
Working in collaboration with Financial Advisers and colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy. Responsibilities include maintaining client records, data gathering, and application form preparation and submission. The role involves promoting the company’s services in a professional and FCA compliant manner.
Key Responsibilities:
1. Handle client and third-party queries effectively through clear communication.
2. Record all client communications accurately in line with company policy.
3. Gather and verify client information ensuring compliance documentation is complete.
4. Collaborate with Financial Advisers to discuss client objectives and compile financial reports.
5. Liaise with product providers and third parties for additional information.
6. Assist in identifying planning areas and sourcing solutions, including tax calculations.
7. Obtain quotes, illustrations, and product details for comparison.
8. Prepare suitability letters and reports for approval, including pre-completion documentation for clients.
9. Support administrative functions such as new business processing and scheduling meetings.
Key Skills:
* Understanding of the Financial Planning process
* Ability to work within defined business processes
* Self-motivated to achieve outcomes
* Strong planning and prioritization skills
* Attention to detail and accuracy
* Excellent written and verbal communication skills
* Ability to multitask and work independently or in a team
* Good report writing skills
Knowledge & Experience:
* Experience in financial advice services or similar environment
* Ability to analyze information and identify key features
* Willingness to learn and update skills
* Goal-oriented with a focus on delivering targets
* Ability to retain and review supporting records
The ideal candidate will be organized, delivery-focused, and experienced in financial planning. Candidates who are CII or RO part qualified will be considered, with salary reflecting experience.
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