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Senior IFA Support Administrator

Aspire Executive Search
Job LocationLeeds
EducationNot Mentioned
Salary26,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Senior IFA Support Administrator, Leeds Salary up to £35,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from homeMy client will consider a shorter working week if it would be more benficial to your life style.This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs.The purpose of the role is to provide client services, and administration support to an IFA practice who offer unparalleled service to their clients.You will provide support to the whole team, including Financial Advisers and clients.You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues.Your duties and responsibilities will be to:

  • Provide full administrative support to the Client Services Manager to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out
  • To initiate the on boarding process and manage the process through to the application stage
  • Deal with client queries including valuations, policy information and transfers and client invoicing and chasing aged debtors
  • Skills and experience required:
  • A minimum of 18 months experience within Financial Services
  • Excellent telephone manner and the ability to communicate with clients effectively
  • You will have a working knowledge of core financial products including pensions, ISAs, Investments
  • Excellent organisation, communication, and numeracy skills both written and oral
In return you will earn an excellent salary of up to £35,000 and an annual discretionary bonus, Parking for days in the office.An excellent team who will provide the right on boarding and training experience.If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply and send your CV through the ad, or get in touch with HELEN SPRIGGS directly throughLINKEDIN

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