IFA Administrator

THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WESTOur client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes.Role and Responsibilities:Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappersCoordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetingsCommunicate with providers and platforms to obtain information, track progress and resolve outstanding requirementsMaintain detailed and accurate client records within internal systems, ensuring files meet compliance standardsAct as a contact point for clients and third parties, handling queries efficiently and professionallySupport advisers and paraplanners to ensure tasks are completed in a timely mannerCarry out all duties in line with regulatory expectations and internal compliance proceduresDo you have the following to apply? Previous experience in an administrative role within financial planning or wealth managementExposure to handling a range of financial products such as pensions, investments and protectionExperience supporting both ..... full job details .....