IFA Administrator: Client Services & Compliance
Posted 14 days 12 hours ago by IDEX Consulting
£60,000 - £80,000 Annual
Permanent
Full Time
Other
Lancashire, Chorley, United Kingdom, PR6 0
Job Description
A dynamic financial planning business located in Chorley is seeking an experienced IFA Administrator to provide critical support to advisors. In this role, you will be responsible for preparing client documentation, maintaining accurate client records, and ensuring compliance with business guidelines. The ideal candidate will have strong organizational skills and prior experience in IFA administration. The position offers competitive benefits, including a pension scheme and learning opportunities.