Role: IFA Administrator
Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations.
Salary: Competitive and negotiable
Location: Rawtenstall, UK
Role responsibilities:
* To ensure that client relationships can be optimised
* Assist with the daily operation by providing administrative support to the Paraplanning team.
* Completing simple advice letters and file preparation
* Chasing ceding scheme information and liaising with scheme providers.
* Maintain accurate client information and updating information (CFR)
* Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous).
* Maintain technical competence at an appropriate level to meet the requirements of the role.
* Support the day-to-day business operations liaising with other team members within the Practice.
Knowledge and Experience Specification:
1. Previous experience in an office support role, ideally in financial services or related sector (though not essential)
2. Knowledge of relevan...