IFA Administrator (Entry level) - Location: London (Hybrid Working) Salary: £25k + Study S
An excellent opportunity has arisen for a motivated and detail-oriented Entry Level IFA Administrator to join a well-established and growing financial planning firm.This role offers the chance to become an integral part of a supportive Client and Technical Services team, providing essential administrative support to Financial Advisers and helping to ensure a smooth and efficient client journey from enquiry through to implementation.The successful candidate will enjoy a varied role, working closely with advisers, providers and internal teams in a collaborative environment that offers excellent long-term career prospects and support with professional development.The RoleAs an IFA Administrator, you will provide administrative and operational support to both the advisory and technical teams, ensuring client cases are progressed efficiently and in line with regulatory requirements.Key ResponsibilitiesSending, chasing and collating information from Letters of Authority (LOA) requestsSupporting advisers by preparing and obtaining documentation required for new business submissionsEnsuring client advice and case notes are accurately recorded within the CRM systemSubmitting new business cases for compliance review across: InvestmentsPensionsProtectionMonitoring workflows and service levels to ensure cases are progressed within agreed timescalesProducing annual charges and fee reports from a variety of providersLiaising with advisers, providers and third parties to obtain information ..... full job details .....
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