IFA Administrator

Updated: May 15, 2024 11:35 AM GMT

Artemis Recruitment Consultants Ltd

Swavesey, Cambridge

Location: Swavesey

Type of Position: IFA Administrator - Swavesey
Pay: £25k - £33k
IFA Administrator - Swavesey

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner.

Key Responsibilities:
• Deal effectively with queries from clients and other parties through effective communication.
• Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
• Collect and collate... More Detail