IFA Administrator

Senior IFA Administrator St Albans, Herts.c£30,000 - £40,000Great 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 ..... full job details .....