IFA Administrator Role
Salary: £22,000 - £26,000
Based in Chester City Centre
Prestige Recruitment Group are working on behalf of our client to fill this Permanent IFA Administrator role. This financial services department is based in Chester City Centre near all the shops and local amenities
Responsibilities
- Client administration, Opening and closing client accounts, Setting up of systems
- Implementation of investment review processes
- Process client's Financial Planning instructions
- Processing of client factsheet, Including setting up all the paperwork
- Liaise with the Compliance department to ensure a risk review has been completed
Skills and Experience
- Experience in IFA Administration with particular experience in using different reporting systems
- Understanding of financial products and services
- Experience following FCA regulations
- A good working knowledge of office and administration systems
Benefits
This role offers a competitive salary, an excellent working environment and the opportunity to grow and develop within the company.
How To Apply
If you feel you are suited for this role and would like to apply, please click to apply or contact us on 0151 601 6000. Our team will look forward to hearing from you.