Senior IFA Administrator
- Recruiter
- Accountancy Divisions Limited
- Location
- Farringdon
- Posted
- 27 Jul 2018
- Closes
- 08 Sep 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Full time Senior IFA Administrator
Location: London
Up to £24,000-£28,000 per annum
Financial Divisions are working with a well established Wealth Management firm with the offices based in London. They are looking at undergoing massive expansions and are seeking a Senior IFA Administrator to join their ranks and progress within the company.
Key tasks and responsibilities within this role will include:
-
Comply at all times with the Compliance and Training & Competence Procedures of the firm;
-
Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons.
-
Keep all company systems updated as mandated, including (but not limited to) a valid calendar availability matrix, notes on CRM and fact-finding systems and other such programs as required;
-
Experience using Selectapension, O&M or similar is essential.
-
Producing letters of valuation and letters of authority.
The ideal candidate will have a certificate in financial planning, educated to degree level or equivalent and at least 2 years’ experience in financial services.
If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions