IFA Administrator

Key Responsibilities

• Prepare and deliver annual review packs accurately and compliantly.
• Manage Letters of Authority (LOAs), liaising directly with providers.
• Handle new business submissions, process applications, and maintain audit trails.
• Proactively chase providers and third parties to keep cases on track.
• Carry out ad hoc administration as needed to support advisers.
• Record all actions in the CRM sy...

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