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Type of Position: IFA Administrator
Pay: £20-23k

IFA Administrator - Swindon

Our client is looking for an IFA Administrator to assist their Business Support Team in Swindon, helping their advisers provide the highest levels of service. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. Previous experience as a Financial Administrator preferred, but other candidates from other Administrative backgrounds also welcome. You will be:

  • Keeping close contact between clients and colleagues
  • Preparing paperwork for meetings
  • Retrieving new and historic information about individual clients
  • Producing MI reports
  • Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
  • Using quotation systems for Mortgage, Protection, Investment products. (full training will be provided) 
  • Working alongside financial advisers to obtain information as part of the process of creating financial reports
  • Assessing objectives for individual clients to target the necessary solution
  • Handling of Deaths – Wills/Executors etc
  • Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
  • Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
  • Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
  • Keeping a up to date with any developments in the world of finance to benefit the needs of clients.

This is a great opportunity to join a growing established practice and work alongside a team of professionals.   Please email your CV to to register your interest in this role.

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