IFA PA Administrator

*Hot New Career role for someone with Financial Services Industry Experience *

Superb company – established >30 years, growing practice with several industry awards!

Reputable employer – work-life balance, modern working environment, hybrid working policy, + employee benefits!

Busy and varied role – client interfacing, producing documentation and working alongside esteemed advisers/planners!

Apply with your CV to avoid missing out!

This would be an ideal role for a candidate with administrative/client services experience in the financial planning/advice sector seeking a local career move, with future scope!

Joining a thriving practice with a great reputation and exciting future plans, this is a crucial role, working closely with a Senior Adviser, supporting the day-to-day smooth running of the practice.

Day to day, you will be involved with:-

- Client Management – assisting book yearly and ad hoc review meetings;

- Document Administration – producing documents for meetings including fact finds, suitability letters, projection;

- Risk/Compliance – client onboarding, compliance check completions, fulfilling regulatory processes;

- Transaction set up, processing and amendments;

- Handling product and account queries;

- And much more!

Mon-Fri 37,5 hr

£35-40,000 + benefits inc generous holiday, company pension, hybrid working, and much more!

Chance to pursue training and qualifications!

If you have experience in a relevant role/sector, apply now with your CV, or enquire with Miles at Recruitment Solutions in Tunbridge Wells to discuss!