Job Details

IFA Administrator

Sector:Financial Services

Region :

Location: Leeds

Salary: Excellent Package

Job Ref.: LBFFIFAAD14

Job Information

Our client a highly reputable and established IFA practice based in Leeds requires an experienced Administrator to offer support to their growing wealth management team.

This exciting opportunity requires somebody with previous experience of an administrative role within financial services and a good understanding of an IFA practice.

Reporting into the Office manager, responsibilities within the role will include;
Processing new business applications in a timely and compliant manner
Liaising with product providers, clients, advisers and callers as necessary
Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date
All Filing - creating new files and maintaining existing files
Provide administrative and clerical support to Paraplanners and consultants as required

Experience in a regulatory role is essential, as is good computer literacy. Candidates will need good written and verbal skills along with strong organisational skills.

This is a good opportunity to in a well-respected IFA and move into a busy and demanding position. For more details please contact Lily Bell at our Leeds office on 01 13 242 94 11