Job Description

Company & Role Overview

We are currently recruiting for a great opportunity for one of our clients based in North London, who are a well established firm within the wealth management industry. We recruiting for a Senior IFA Administrator to join their fantastic team!

Main Responsibilities

  • Prepare meeting packs in a timely manner for Independent Financial Advisor.
  • Liaise with clients with queries and questions and/or third parties to ensure tasks are processed satisfactorily and in a timely manner.
  • Scanning of paperwork to IO software.
  • Communicating verbally and in writing with providers
  • Provide Schedules of plans and policies, including Income or Asset schedules when required using Excel and/or Word.
  • Undertake sufficient product and market research for specific cases when requested using Analytics and O&M

Important Requirements (Essential)

  • Working knowledge of IO Software and Microsoft Office suit
  • IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework.
  • Understanding of the provision of advice to clients in a compliant manner

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