IFA Administrator

This IFA Administrator opportunity is built around schedule client meetings and manage adviser diaries. It would suit someone who can bring strong professional approach to the role.

Role overview

Kinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team. Eligibility criteria: Level 4 Diploma Qualified (Desirable not essential) Previous experience within an IFA/regulated environment (Min 3 years) Knowledge of pensions, investments.

Main responsibilities

Maintaining accurate client records and update internal systems ensuring documentation meets regulatory and compliance requirements. Schedule client meetings and manage adviser diaries. Preparing client documentation for financial advice meetings (meeting packs and suitability report documentation).

What helps someone succeed

Strong professional approach.

Requirements

• Kinty Associates Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
• Computer literate - Thorough knowledge and capability using front and back-office systems.
• Ability to achieve agreed client outcomes without supervision.

Job details

• Additional detail: Pension support may be included.