IFA Administrators x 2 Cambridge to £22,000 + Package

Recruiter
Coast Specialist Recruitment
Location
Norwich, Norfolk
Salary
20000.0000
Posted
18 Jun 2017
Closes
18 Jul 2017
Contract Type
Permanent
Hours
Full Time

Two new roles have arisen with a large, well appointed IFA Practice in Cambridge.

The role:

To ensure all administration is undertaken to the highest standards and conducted in accordance with the requirements of the FCA and the firm’s procedures and precedents, (including in particular its procedures for Compliance, Training and Competence, Combating Money Laundering, the handling of Complaints and Treating Customers Fairly)

Administration will include, but not be limited to:

Adhering to company internal processing and administration procedures

Maintaining systems

Ensuring compliance is kept-up-to date, for our active client base

Working alongside the Consultants/Directors to give them the best support

Producing draft recommendation reports to the highest standards

Keeping the contact or Introducer informed of recommendations made on clients

Ensuring recommendations do not result in tax liabilities

Managing and prioritising workload

Pre-completing instruction forms

Valuations

The role offers a long term technical support career in a growing practice. Interviews available immediately.