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IFA Admin

Search
Job LocationLeeds
EducationNot Mentioned
Salary£28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

IFA AdministratorLeeds LS1Salary of £28,000Whats in it for you

  • 4% Pension Contribution
  • 23 Days holiday + Bank Holidays
  • Weekends off
I am currently recruiting for an IFA Administrator to join an Accountancy practice in the heart of Leeds City Centre. This is a great opportunity for someone looking for a new career!You will be based in City Centre of Leeds and work in a modern office.As an IFA administrator you will be part of experienced Administrators, Paraplanners, Financial Advisers and Directors.As an IFA Administrator you will be responsible for dealing with a number of administrative tasks and assists independent financial advisers and other established professionals in the finance industry.The Administrator is responsible for:
  • Processing new business applications across the key financial products
  • Submitting transactions and trade requests including fund switches on and off Platform
  • Obtaining illustrations and product literature
  • Obtaining Client Portfolio Valuations
  • Preparing review packs for client meetings
  • Acting as a key point of contact for clients and Financial Advisers/Directors
  • Liaising with products providers
  • Actioning Letters of Authority
  • Maintaining accurate client records
What we are looking for:
  • Minimum of 12 months IFA/Financial Planning Administration experience
  • Knowledge of Provider Platforms
  • Experience of using XPlan (or similar) CashCalc (or similar) and FE Analytics
  • Highly organised
  • Ability to work under pressure
If you are interested in this job hit the apply button and I will give you a call for a confidential chat! I am looking to set up face to face interviews for W.C 10th July 2023 with a view to start ASAP, so you could be starting your new role in time forthe Summer!Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

APPLY NOW

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