Open roleExternal
IFA Administrator
- Cheadle Hulme, Borough of Stockport
- Permanent·On-site
- Full time
- £28,000 - £31,000 Per Annum
Job Description
Experienced Ifa Administrator
Cheadle, Cheshire
£28, 000 - £31, 000pa + Benefits
Our client is seeking to recruit an experienced IFA / Financial Planning Administrator to join their growing team. Please note IFA Admin experience is essential, candidates without experience will not be considered.
Ifa Administrator Duties
- Carrying out general administrative duties for the team
- Drafting letters to clients and product providers
- Liaising with clients and third parties
Adviser Remuneration Administration
- Matching Adviser remuneration income matching with support
- Collating and storing statements
- Investigating discrepancies
- Liaising with providers and internal depts to resolve queries
Client & Provider Support
- Managing the Letter of Authority (LOA) process
- Chasing providers for outstanding information
- Forwarding completed information to Advisers
- Assist with new business processing and onboarding
- Conducting ID checks, updating new business registers
Compliance
- Assist with compliance monitoring
- Liaise with external partners
- GDPR
Ifa Administrator Requirements
- Proven IFA Administrator experience this is essential
- An understanding of FCA compliance
- Experience of LOAs - Letter of Authority
- You must live within a sensible commuting distance of Cheadle, Cheshire