Job Information

Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator.

•       Receiving instructions during debriefings from advisers following client meetings.

•       Interpreting data obtained by advisers during client meetings.

•       Analysing data and using research tools to provide solutions to meet client needs and objectives.

•       Providing records to support research undertaken.

•       Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability letters, client specific illustration and key features document.

•       Carrying out all tasks in a manner consistent with compliance procedures.

•       Preparation of existing client files ready for reviews.

•       Ensuring all client files are compliant on an ongoing basis.

•       All business-related administrative duties

These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require.

Salary dependant on qualifications and experience, excellent Benefits.

Please apply on-line or contact Cameron James for further information