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Permanent

IFA Administrator

Maidstone
money-bag 30000.00-30000.00 Annual
3078037367
Posted Yesterday

IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator:Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives.Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations.Draft clear, detailed, and compliant suitability reports tailored to each client''s individual circumstances.Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes.Address client queries promptly and provide clarification on technical matters following meetings.Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines.Keep up to date with relevant legislation, FCA guidance, and evolving market developments.Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion.Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering

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