Senior IFA Administrator/Office Manager

A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve • Office Management • Partially looking after the team and partially the smooth running of the offices. • Technical Support: • Prepare and compile financial planning reports, including templated suitability reports and technical research. • Client Support: • Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. • Compliance: • Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. • Data Management: • Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.