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Job Description
STOKE-ON-TRENT
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89851Recruiter Managing This Role
Overview:
We are seeking an organised and proactive IFA Administrator to support Financial Advisers in delivering high-quality financial planning services. The role involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and processes are compliant and accurate.
Key Responsibilities:
Processing new business applications across pensions, investments, and protection
Preparing documentation for client meetings, including valuations and review packs
Submitting applications and monitoring cases through to completion
Liaising with providers, platforms, and third parties to obtain information and updates
Managing Letters of Authority and chasing outstanding...