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IFA Administrator

Financial Planning AdministratorMersey/Cheshire boarder£16,000 – £21,000My client, a prestigious and growing firm of Independent Financial Advisers, and I are seeking to appoint an experienced Financial Services Administrator to support 3 IFAs. This opportunity will be well-suited to individuals with determination and drive to further their career in the Financial Services industry and those committed to self-development.Key duties and responsibilities associated with this role are:* Processing new business from submission through to completion, pipeline chasing* Preparing client valuations and illustrations* Obtaining reports and suitability letters* Preparing documentation for client review meetings* Ensuring adherence to FCA regulations and compliance standards* Acting as a 1st point of contact for clients, and dealing with enquiriesThe successful candidate will have previous experience of working in an IFA practice and in-depth technical knowledge of the regulated financial services products. Intelligent Office experience and a full FPC will be distinctly advantageous.If you meet the criteria above and you are interested in applying for this or similar opportunites, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 0161 835 8318 or forward your CV to antonia.mihaylova@search.co.uk.

Job added on 30-06-2014