Job Title

Social network you want to login/join with: We are currently working with a Wealth Management firm that is looking to recruit an IFA Administrator in their Croydon office. They seek someone with experience in a similar role. Purpose To provide pre- and post-sales support to Financial Advisers, ensuring client documentation and requests are processed accurately and within required timeframes, in compliance with company guidelines. To deliver high-quality support to clients professionally and efficiently. Responsibilities Support two advisers with preparing reviews and annual valuations using the back-office system. Prepare reports for clients following review processes. Assist with processing new investments and pension plans. Knowledge of mortgage application administration is a plus, though a small part of the role. Assist advisers with researching appropriate products using provided systems. Help prepare suitability reports for new advice provided.#J-18808-Ljbffr