IFA Administrative Assistant: Client Docs & Compliance

fs talent is seeking an IFA Administrator in St Albans, UK, to support the paraplanning team by ensuring efficient administrative task delivery. This role involves creating client-facing documents, managing diaries, and ensuring compliance of documents while liaising with clients and providers effectively.

The ideal candidate will have excellent organisational skills, attention to detail, and proficiency with financial planning software like iO and Microsoft Office. Strong communication skills are essential to maintain outstanding service delivery.

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