Join Us

Experienced IFA Administrator

 

Woodward Markwell are a leading provider of Independent Financial Advice to both corporate and personal clients. We are looking for an experienced IFA Administrator to join our friendly team based in the centre of Ipswich.

Responsibilities to include (but not limited to):

  • Providing technical and analytical administrative support to one or more financial advisers
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Drafting Suitability Reports
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system in line with Company procedures
  • Undertaking fund switches and rebalances upon the instruction of the client
  • Maintaining accurate information on the back office system
  • Maintaining client files in line with Compliance procedures

 

If you feel you have the necessary skill set and would like to join our team, we would really like to hear from you.

In the first instance please email your cv to Rachel Fortescue – fortescuer@wmfal.co.uk

Compliance & Training Officer / Co-ordinator

 

Full duties will be dependent on experience and qualifications, main duties to include (but not limited to):

  • Co-ordinating and delivery of compliance inductions, as well as ongoing testing and training of all staff
  • Writing and updating of internal compliance policies
  • Co-ordinating projects for new regulatory rules
  • Carrying out file checks, supervision controls and Key Performance Indicator monitoring
  • Maintaining compliance registers and spreadsheets
  • Compiling agenda and minutes for compliance and sales meetings
  • Assisting with compiling regulatory data requests, returns and notifications

If you feel you have the necessary skill set and would like to join our team, we would really like to hear from you.

In the first instance please email your cv to Davina Olson – olsond@wmfal.co.uk

Accredited

We strive to always meet the highest professional standards laid out by industry standards. Investing in staff translates to a better service.

Established

We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.

Personable

We pride ourselves on the personable service we deliver to all clients regardless of service. Our clients are our number 1 priority.

Want to find out more?

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL


Woodward Markwell Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078