IFA Administrator - Harrow

Full-time Secretaries and Administrative Assistants

We are currently working with a Financial Planning practice who are looking to recruit an IFA Administrator in their Harrow office. They are looking for someone who has experience working in a similar role.

Purpose

To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.

Responsibilities

 To obtain illustrations, key features and application forms from Platforms & Providers as required.

 Compile client meeting packs containing documentation such as, but not limited to, valuations, client

agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.

 To post client documentation to...