Senior IFA Administrator — Client & Compliance Support

Sheffield Source: WhatJobs
£25,000–£35,000

An Independent Financial Advisory firm in Sheffield is urgently seeking an Investment / IFA Administrator. In this role, you will support Financial Advisors in various administrative tasks, including processing new business applications, managing a diary system, and ensuring compliance with AML regulations. The ideal candidate will have 1-3 years of administrative experience in a financial context and some knowledge of financial products. This position is crucial for maintaining high service standards with clients and stakeholders.
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