My client is a well respected IFA firm in Nottingham who are now looking for a Senior IFA Administrator.
They are looking for someone who has at least ten plus year’s financial services experience, preferably working alongside senior management, with a bright, bubbly personality who can fit into the team easily and hit the ground running. The role is to work primarily with one of the Directors, so the workflow will be busy, and the candidate should be able to cope with maintaining an advanced level of business support.
The ideal candidate would be supremely organised, pro-active with an ability to multi-task and have great interpersonal skills. The main focus of the role is to provide senior administrative support, act as a liaison between work colleagues, advisers, clients and providers, alongside experience of compiling basic suitability reports, and be able to work within compliance and FCA guidelines. Experience of Xplan and Morningstar would be an advantage, although full training will be provided.