IFA Administrator

IFA Administrator  Haslingden Full-time Hybrid Working  Key Responsibilities 

• Client onboarding, AML/KYC checks and CRM management 
• Obtaining valuations and provider information 
• Supporting suitability reports and new business submissions 
• Processing pension, investment and protection applications 
• Managing provider relationships and tracking cases 
• Scheduling client reviews and preparing review packs 
• Maintaining FCA, GDPR and compliance standards 
• Supporting adviser fee reconciliation and ongoing servicing  About You 
• Experience within an IFA, Financial Planning or Wealth Management environment 
• Understanding of pensions, investments and protection products 
• Knowledge of FCA regulations, AML/KYC and GDPR 
• Strong organisational skills and attention to detail 
• Proactive and client focused  When applying, please include your salary expectations and notice period