IFA Administrator
The Progress Shed • Congleton, CHE • Posted November 26, 2022
About the Role
The Role Working within a busy team of professional administrators you will be an essential part of a busy successful team. You will be working within an FCA-regulated environment to ensure the usual IFA administration functions are completed with accuracy and in good time, this includes agency changes, information gathering, new business processing, scanning and various client reports. This is a great role for an experienced Administrator looking to join a great team and where you will have the opportunity to use and grow your skills.
The Company Our client is a high-quality firm of wealth and mortgage advisers with a well-established, team offering a tailored approach. Operating with a client-focused approach within in a good balanced work-hard-play-hard approach to business, creating a great environment (office and social) and are genuinely a great team of professionals. Responsibilities Everything you would expect from an IFA Administrator working with pensions, investmen...
The Company Our client is a high-quality firm of wealth and mortgage advisers with a well-established, team offering a tailored approach. Operating with a client-focused approach within in a good balanced work-hard-play-hard approach to business, creating a great environment (office and social) and are genuinely a great team of professionals. Responsibilities Everything you would expect from an IFA Administrator working with pensions, investmen...