IFA Administrator An exciting opportunity has arisen for a Financial Administrator to join one of the UK’s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support. Finance is at the heart of every successful organisation, and this role is a key part of ensuring the smooth and effective operation of the business. We are looking to speak with applicants who can demonstrate strong commitment, genuine enthusiasm, and a proactive approach, individuals who are eager to contribute to a high-performing and respected team. Main Responsibilities for the successful IFA Administrator: * Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. * Prepare documentation for meetings, set up client records and gather existing plan information. * Accurately maintain all client records with any activity undertaken. * Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments. * Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different provid...