IFA Administrator

Job Location	Wetherby
Education	Not Mentioned
Salary	£28,000 - £32,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

IFA AdministratorNear Wetherby, LeedsUpto £30,000 subject to experience, plus benefitsReward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities.The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc.Day to day responsibilities:

Administration and maintenance of company records
Developing the use of the back-office system
Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases.
Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress.
Overseeing and managing the administration team.
Assisting advisers in preparation of new business packs for meetings.
Fee and commission reconciliation.
Developing good communication with individual clients to provide personal service and cultivate potential additional business.

Required Skills and Qualifications:

Experience of working within an IFA or Wealth Management environment
Proven experience of building strong client relationships
Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems
Great IT skills and willingness to embrace technology
Ability to mentor and manage staff members
The successful candidate will need to be resourceful and possess a can-do’ attitude
The most important attribute is the ability to put your clients at the centre of everything you do

How to Apply:Please send your CV immediately or contact Stuart on 0 7 747 782934.Required skills

Investments
Wealth Management
Senior Administration
IFA
pensions

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