IFA Administrator

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank. Principal Accountabilities / Main Responsibilities The job role is varied but the principal responsibilities are as follows: Ensure that all company processes are adhered to. Ensure that all communications are recorded and indexed in the document management system (SharePoint) Ensure immaculate and up-to-date records on the back-office system (Curo) Manage and maintain a task list within Curo and Outlook. Thorough ...