IFA Administrators x 2 Cambridge to £22,000 + Package
Two new roles have arisen with a large, well appointed IFA Practice in Cambridge.
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
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
The role offers a long term technical support career in a growing practice. Interviews available immediately.