Clayton Davies Ltd in the United Kingdom is seeking an experienced IFA Administrator to support its advisory team and client base, handling applications and ongoing servicing across pensions, investments and protection.
You will coordinate provider communications, maintain accurate records, and assist advisers while ensuring compliance with regulatory standards and internal procedures.
#J-18808-LjbffrIFA Administrator β Client Servicing & Compliance employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.