IFA Administrator

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.

Main Responsibilities

The job role is varied but the principal responsibilities are as follows:

• Ensure that all company processes are adhered to.

• Ensure that all communications are recorded and indexed in the document management system (SharePoint)

• Ensure immaculate and up-to-date records on the back-office system (Curo)

• Manage and maintain a task list within Curo and O...

Ready to Apply?

Submit your application today and join our talented team at Bond Recruitment.

Submit Application