IFA Administrator - Experienced
£20,000 - £24,000 plus benefits, free parking, exam support
My client are a small and successful Independent Financial Advisor based in the Huddersfield / Halifax area and they are currently looking for an experienced IFA Administrator to join their support team in the office.
The role will involve working closely with the MD and other Independent Financial Advisors to provide a holistic support function to ensure the all business is efficiently and compliantly managed. You will have a broad range of responsibilities that will include (but is not limited to):
- Processing new business across Investments, Pensions and Life products
- Creating basic reports and letters pre and post client meeting
- Client correspondence including telephone, email and letter
- Checking relevant information is compliant with a focus on TCF guidelines
- Filing and data input
- Other ad hoc office duties
To apply for this role you MUST HAVE experience working within a financial services organisation and experience of supporting IFA's. Industry qualifications would be extremely beneficial but experience will be the key factor for the successful candidate. In return you will receive a competitive salary, have a varied and responsible role and be a key part of the overall success of the business. Success is always rewarded in this organisation.
For further information please forward your CV or contact David Elders on 0113 308 8041 firstname.lastname@example.org
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