IFA Administrator
Location: Kent
Contract: Permanent
Rate: £27,000 - £35,000
Start date: Flexible
Contact:
Job Description
Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis. In this role, you will be responsible for the administration and maintenance of client files, company records, and back-office systems, while ensuring compliance and accuracy through regular audits. This is an exciting opportunity to join a growing firm, where you'll play a key role in supporting their financial advisory services and contribute to the company's continued success.
Main responsibilities
1. Client File Administration and Maintenance
* Ensure accurate management of client files, processing relevant documents, and updating portfolios.
2. Company Records Administration
* Oversee the maintenance of internal records, ensuring compliance and organization.
3. Development and Support of Back Office Systems
* Improve the use of the back-office system and collaborate with the system provider to resolve issues.
4. Fee and Commission Reconciliation
* Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.