A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager.
The duties will involve
* Office Management
* Partially looking after the team and partially the smooth running of the offices.
* Technical Support:
* Prepare and compile financial planning reports, including templated suitability reports and technical research.
* Client Support:
* Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.
* Compliance:
* Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
* Data Management:
* Update and maintain client records on an "in house" and other relevant systems.
The role is available immediately. For full details, please apply in confidence.
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