IFA Administrator

Senior IFA Administrator

St Albans, Herts.

c£30,000 - £40,000

Great opportunity to join to join an established and expanding Independent FCA regulated organisation who advise a broad and diverse client base.

Role overview is: To provide administration support to the 2 Financial Planners and work closely with the Paraplanner. With specific responsibilities increasing to :

• Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.
• Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.
• Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.
• Assist with pension and investment analysis, including annual allowance calculations and technical product reviews.
• Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements.
• Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches.
• Provide high-quality administrative support to ensure efficient case progression and excellent client service standards.

For more information and to apply please send your CV