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Job Location | Huddersfield |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Enjoy a fantastic role within an IFA firm near Huddersfield in an administration function which will see you support and develop relationships with on site Advisers and Paraplanning staff.The base salary for this role is up to £30,000 with demonstrable progression opportunities to Paraplanning, Compliance and Advice. The firm have dedicated corporate and private client teams with a Paraplanning team who works alongside the Adviser support function.The role will see you* Dealing with client queries* Processing of new business and documentation* Processing fund switches and rebalances* Inputting data on internal systems ensuring the information is accurate and up to date* General administration ensuring work flows effectively* Preparing for adviser & client appointments including obtaining quotations and illustrations* Speaking to product providers and platforms* Producing client valuationsA leading firm in the area with a very good working environment, you will learn a good deal in the role.Suitable candidates will come from a similar background, so an IFA firm, or Financial Planning or provider background.