IFA Administrator

Job Location	Shelley, Huddersfield
Education	Not Mentioned
Salary	20,000 - 25,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.Key Responsibilities

Processing new business - investments, pensions
Preparing client meeting review packs
Liaising with third party providers

Whats on offer

5 weeks holiday + bank holidays + duvet day on birthday + christmas/new year closure
Life Assurance
Auto-enrolment pension
exam/study support
Free on-site parking.

Whats nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify yourspecific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator

Keyskills :
Administrative SupportClient ServicesFinancial PlanningWealth ManagementSales Support

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