IFA Administrator/Sales Support

Recruiter
Reward Recruitment
Location
Leeds
Salary
18000.0000
Posted
10 May 2017
Closes
09 Jun 2017
Contract Type
Permanent
Hours
Full Time

IFA Administrator/Sales Support

Leeds

£18,000 - £25,000

An excellent opportunity has arisen to join a well-established Financial Planning firm based in the Leeds area. The opportunity will offer an excellent working environment, dynamic team and market leading salary. The opportunity offers plenty of progression for the successful individual.

The role:

  • Supporting IFAs
  • Producing client valuations and meeting packs for client reviews
  • Prompt and compliant submission of new business
  • Managing pipeline business
  • Liaising with clients and providers
  • Responsible for inputting and reconciling all fees

The Person:

  • Experience in working in a Financial Services environment
  • Adviser Office experience (desirable)
  • Enthusiastic and hard working
  • Professional examinations preferred although not essential
  • Ability to work well in a team
  • Full training and study support is provided

How to apply:

Please contact Stuart Jeal or submit your CV immediately to be considered for this excellent opportunity.