Location

STOKE-ON-TRENT

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89851

Recruiter Managing This Role

Overview:

We are seeking an organised and proactive IFA Administrator to support Financial Advisers in delivering high-quality financial planning services. The role involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and processes are compliant and accurate.

Key Responsibilities:

Processing new business applications across pensions, investments, and protection

Preparing documentation for client meetings, including valuations and review packs

Submitting applications and monitoring cases through to completion

Liaising with providers, platforms, and third parties to obtain information and updates

Managing Letters of Authority and chasing outstanding...