IFA Administrator
Recruit Uk

Lancaster, Lancashire
•4 hours ago
•No application
About
Job Title: IFA AdministratorLocation: Lancaster, UKSalary: £26,000 - £30,000Job Type: Full-TimeReference Number: 9992Job Description:Recruit UK is delighted to be partnering with a thriving wealth management firm based in Lancaster, presenting an opportunity for experienced IFA Administrators. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values and allow clients to secure their wealth.This is an excellent opportunity for an IFA Administrator to join a company that wants to get involved across the board with the Investment committee. Key Responsibilities:Provide administrative support to the IFA team, including managing appointments and preparing documentation.Process new business applications, including completing and submitting paperwork for investment and pension schemes.Handle client queries and maintain effective communication with clients and third parties.Assist with the preparation of client reports and financial documents, ensuring they are accurate and delivered in a timely manner.Maintain and update client records using the company’s CRM system.Support the preparation of ongoing financial reviews, including gathering and inputting data.Monitor and chase outstanding paperwork, ensuring all tasks are completed in a timely manner.Keep abreast of relevant financial regulations and changes, ensuring compliance at all times.Skills and Experience Required:Previous experience in a financial services or IFA administrative role is highly desirable, but not essential.Strong organisational skills and th



