A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager.
The duties will involve
*Office Management
*Partially looking after the team and partially the smooth running of the offices.
*Technical Support:
*Prepare and compile financial planning reports, including templated suitability reports and technical research.
*Client Support:
*Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.
*Compliance:
*Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
*Data Management:
*Update and maintain client records on an " in house" and other relevant systems.
The role is available immediately. For full details, please apply in confidence.