Senior IFA Administrator

Recruiter
Reward Recruitment
Location
Leeds
Salary
28000.0000
Posted
18 May 2017
Closes
16 Jun 2017
Contract Type
Permanent
Hours
Full Time

Senior IFA Administrator

Leeds City Centre

£28,000 to £35,000, plus benefits and paid overtime!!!

My client is an established Financial Planning Practice. As a new member of the team, you will be responsible for providing high quality support to the team and the Managing Director of the business, supporting and maintaining relationships with clients.

Duties:

  • Enjoy the opportunity to manage the day to day administration and diary of a busy IFA
  • Provide high quality administration and analytical support to the MD and clients
  • Process new business from start to finish from arranging the initial meeting with the adviser, to placing on the system and creating client packs
  • Pull together valuation reports and assist with annual file reviews, create basic suitability reports to be FCA compliant
  • Assist with ad-hoc administration such as post, filing, scanning and answering basic and general enquiries
  • Ensuring all meeting follow-up work is completed within company timescales

In order to be considered for the role you must;

  • Have experience of working within an IFA or Wealth Management practice.
  • Progression with industry related qualifications
  • Confident and competent communication skills, both verbal and written
  • A strong knowledge of pensions, life & protection and investments, through your career history
  • This opportunity will involve paraplanning duties for the right candidate.

How to Apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him directly for a discreet and confidential chat.

Visit: www.rewardrecruitment.co.uk