Skilled great IFA ADMINISTRATION ROLE with a local area candidate to cover the 100% office based with the wonderful, lovely company. Skillset is linked to the financial IFA administration supporting the ADVISORS, PARAPLANNERS AND DOING THE GREAT FOLLOW UPS BY SUPPORTING THE GREAT CLIENT BANKS AND YOUR SKILL SET SUPPORTING OTHER ADMINISTRATORS IN THE BUSINESS IF ON HOLIDAY.
THIS GREAT COMPANY IS SEEKING an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team members.
IDEAL CANDIDATE
Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years’ experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must.
•Monitoring and oversight of new business applications and fees• Issue client documentation to the client/product providers as appropriate• Perform electronic ID checks and ensure compliance documentation is present on file at each stage of the advice pro...