IFA Administrator
Job Title: IFA Administrator Industry: Financial Services Location: Chester Salary: Up to £30,000 Reference Number: 10377 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Chester. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What''s in it for you: Salary up to £30,000, depending on experience 29 days of holidays, increasing with length of service Company pension scheme Annual discretionary bonus Cycle to Work scheme Support and encouragement for CII examinations and ongoing professional development Skills and experience required: A minimum of 1 years'' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Xplan or FE Analytics is desired Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking ..... full job details .....
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