IFA Administrator

Recruiter
TEMPLEGATE RECRUITMENT
Location
Leeds
Salary
19000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Job Title: Financial Administrator

Location: Leeds

Salary: £19,000 - £23,000

A well-established Financial Adviser practice, requires an experienced Financial Administrator to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments and Protection.

As a Financial Services professional you will be joining a firm which offers a fantastic working environment and continued professional development.

Ideally, you will have experience working within an IFA Practice and some Financial Services qualifications.

Responsibilities:

Providing support to the Advisers and Paraplanners

Completing basic suitability reports

Processing new business

Actively managing diary tasks

Answering telephone queries from clients and providers

Preparing client meeting packs

Obtaining client valuations

Skills:

Experience of working within an IFA Practice

Financial Services qualifications are desirable

Good communication skills

Professional attitude

Ability to manage time effectively