IFA Administrator

Recruit UK are working on an excellent opportunity for an IFA Administrator in Bath to join a Wealth Management Firm

This is a successful and growing financial planning firm who are looking to take on a strong administrator to support their financial planners.

General tasks will include;

• Diary management for advisers and arranging client meetings.
• Preparing literature, such as business applications and paperwork.
• Ensuring all literature and information are in place prior to meetings.
• Dealing with correspondence, written and telephone inquiries from clients and product providers.
• Maintaining paper and electronic records in a confidential manner.
• Following procedures and compliance requirements.
• General administration duties and supporting of back-office staff.
• Carrying out Anti-Money Laundering Checks.

• Exam Support
• Competitive Basic
• Flexible working hours available

• Competent with back office systems
• Work well within a team