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Bingley, UK
Part-Time IFA Administrator Salary: 25,000 - 30,000 (Pro-Rated) Location: Bradford Hours: Min 20 hours per week (flexible with days) Role Overview: The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. This position ensures the smooth running of the advice process, compliance with regulatory requirements, and delivery of exceptional client experience. The Key Responsibilities of the Part-Time IFA Administrator: Client Administration: o Prepare and process new business applications, including pensions, investments, and protection products. o Maintain accurate client records on CRM systems and update platforms as required. o Handle client queries promptly and professionally. Compliance & Documentation: o Ensure all documentation meets FCA and company compliance standards. o Assist with preparation of suitability reports and client packs. o Monitor and track cases...