Senior 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 involveOffice ManagementPartially 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.
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