IFA Administrator North West or Leeds Our client is an established and growing financial advice business is looking to appoint an experienced IFA Administrator to support its advisory team and client base. Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Carry out all duties in line with regulatory expectations and internal compliance procedures Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Familiarity with CRM/back-office systems and provider platforms
