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Financial Planning Administrator

Job LocationLeeds
EducationNot Mentioned
Salary£23,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client is a leading wealth management firm, offering a high quality of financial planning advice to a wide range of clients. They provide financial management advice to private individuals, business owners, specialising in Pensions, Inheritance Tax and Investments.During a period of growth, our client is looking for individual to provide high quality technical administration and analytical support to the successful Financial Planners of the business. This role is suitable for an experienced IFA Administrator with a stable work history and a strong work ethic.Skills / Experience Required

  • Experience within an IFA practice
  • Knowledge of Pensions and Investments
  • Any CII qualifications desirable but not essential
  • Experience using Microsoft packages
  • The Role
  • Providing administrative support to financial advisers
  • Dealing with daily client and provider enquiries
  • Working with Pensions and Investments
  • Preparing and submitting applications and supporting documents to product providers
  • The successful IFA Administrator will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages.KeywordsIFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo /x-plan / Iress / Admin Required skills
  • Pensions
  • Financial Planners
  • investments
  • R01
  • Keyskills :
    Pensions Financial Planners investments R01

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