EXPERIENCED IFA ADMINISTRATOR CHEADLE, CHESHIRE £28, 000 - £31, 000PA + BENEFITS Our client is seeking to recruit an experienced IFA / Financial Planning Administrator to join their growing team. Please note IFA Admin experience is essential, candidates without experience will not be considered. IFA ADMINISTRATOR DUTIES -Carrying out general administrative duties for the team - Drafting letters to clients and product providers - Liaising with clients and third parties ADVISER REMUNERATION ADMINISTRATION -Matching Adviser remuneration income matching with support - Collating and storing statements - Investigating discrepancies - Liaising with providers and internal depts to resolve queries CLIENT & PROVIDER SUPPORT -Managing the Letter of Authority (LOA) process - Chasing providers for outstanding information -Forwarding completed information to Advisers - Assist with new business processing and onboarding - Conducting ID checks, updating new business registers COMPLIANCE - Assist with compliance monitoring - Liaise with external partners - GDPR IFA ADMINISTRATOR REQUIREMENTS - Proven IFA Administrator experience this is essential - An understanding of FCA compliance - Experience of LOAs - Letter of Authority - You must live within a sensible commuting distance of Cheadle, Cheshire
IFA Administrator in Cheadle Hulme employer: Barlow Wood Ltd
Join a dynamic and expanding Accountancy Practice that values work-life balance, offering remote working options and flexible hours tailored to your lifestyle. With a strong emphasis on professional development, you'll have ample opportunities for growth while working alongside a supportive team dedicated to excellence in client service. Experience the unique advantage of being part of a forward-thinking firm that prioritises both employee satisfaction and client success.
