Job Title: IFA AdministratorIndustry: Financial AdviceLocation: CoventrySalary: £28,000 - £32,000 DOEReference Number: 9397Job Description:Recruit UK is working on an exciting opportunity for an IFA Administrator to join a well-established wealth management firm based in Coventry.As an IFA Administrator you will ensure the smooth and efficient operation of client servicing, compliance, and business processing activities.Responsibilities: Prepare and process new business applications, including anti-money laundering checks and fact-findingHandle client correspondence, including letters, emails, and telephone queriesEnsure all documentation meets FCA regulatory standardsLiaise with product providers to obtain valuations, policy information, and resolve queriesAssist in the preparation of annual reviews and investment pathway documentationWhat''s in it for you:Salary Up to £32,000 (higher negotiable dependent on skills and experience)Excellent pension scheme25 days holiday plus bank holidaysFantastic work cultureOngoing career professional developmentStudy and exam supportSkills and experience required:A minimum of 1 year of experience working as IFA Administrator or similar roles.Experience working with FCA regulatory standards or in a regulated environment preferred.Strong communication skills and attention to detail.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 ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!