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Senior IFA Administrator

Job LocationLeeds
EducationNot Mentioned
Salary£28,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our award winning Leeds based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.Duties & responsibilities will include:

  • Processing new business applications across the key financial products
  • Submitting transaction & trade requests including fund switches on and off platform
  • Obtaining illustrations & product literature
  • Acquiring client portfolio valuations
  • Preparation of annual review packs for client meetings
  • Acting as a key point of contact for financial planners & clients
  • Liaising with product providers
  • Actioning LOAs
  • Maintaining an accurate record of the Client’s financial situation
The candidate:
  • Studying towards level 4 diploma (desirable)
  • IFA/ financial planning administration experience (essential)
  • Experience of using Intelligent Office (desirable)
  • knowledge of provider platforms
  • Highly organised
What’s on offer:
  • Starting basic salary of up to £35,000 + bonus
  • Home working
  • 25 days holiday
  • Full study support inclusive of training courses
  • Structured career progression
  • DIS
Please contact Matthew Biddle 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity.

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