IFA Administrator
Job Title: IFA AdministratorIndustry: Financial AdviceLocation: Norwich (Hybrid)Salary: Up to 34,000Reference Number: 10438Job 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 Norwich.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 completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Private Medical Insurance post probation#Attractive Employee Pension Scheme (7.5% employer and minimum 3% employee)25 days Annual Leave (plus buy and sell up to 5 days)Office Christmas close (3-days)Life Assurance Health cash planDiscretionary performance related bonusEmployee Assistance ProgrammeSkills and experience required:A minimum of 1 years'' experience working as an IFA Administrator within an Independent Financial Advice firmExperience with Intelligent OfficeGood written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zoneGet in touch or ..... full job details .....
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