IFA Administrator/Office Manager

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.