IFA Administrator

A very well respected IFA Wealth Manager based in smart, professional offices in the Stowmarket area are keen to appoint an experienced IFA Support Administrator on a full time basis.

The duties will involve

• Technical Support:
• Prepare and compile financial planning reports, including templated suitability reports and technical research.
• Client Support:
• Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.
• Compliance:
• Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
• Data Management:
• Update and maintain client records on an " in house" and other relevant systems.
• Elements of paraplanning/suitability report writing are involved too.

The role is available immediately.