Barlow Wood Ltd in Cheadle, Cheshire is seeking an Experienced IFA Administrator to join our financial planning team. The role requires solid IFA administration experience and a good grasp of FCA compliance, with a focus on LOAs and client/provider correspondence.
You will support advisers, manage onboarding and new business processing, conduct ID verifications, and coordinate documentation with providers, ensuring accuracy and GDPR compliance in daily activities.
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Senior IFA Administrator - Client & Compliance Expert 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.
