Job Description
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...