Recruit UK is recruiting an IFA Administrator in Market Harborough for an experienced candidate to join a well-established Independent Financial Adviser firm. The role involves managing all aspects of financial services administration, including LOAs, client documentation, and liaison with providers and clients.
Responsibilities include handling new business applications, preparing client packs, ensuring FCA compliance, and data gathering for cash flow modelling and portfolio analysis.
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IFA Administrator - Hybrid, Growth & Perks in Market Harborough employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
