Job Details

Financial Planning Administrator

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Huddersfield

Salary: £25,000

Job Ref.: DM84440

Job Information

We are currently recruiting for an experienced IFA Administrator in Huddersfield. Due to the relaxed outlook of this firm, hours are flexible and the role would, therefore, suit someone who is looking for non-rigid working conditions.  Some work from home days may be possible

Duties will include:

  • Obtaining valuations
  • Obtaining up-to-date fund factsheets
  • Reviewing processes
  • Sending relevant Letters of Authority
  • Fund switch coordination
  • Uploading documents and cases on to the back office system
  • Fact Find processing
  • Processing tax-free cash release cases, Investment withdrawals, Bond encashment
  • Submitting pension transfer cases for pre-approval
  • Filling in Suitability Reports
  • New business quotes, illustrations and implementation
  • Setting adviser fees, both initial and ongoing
  • Taking phone calls and liaising with providers and clients
  • Defaqto research
  • Some mortgage business writing
  • Life Cover business processing

This is a great opportunity for an experienced Financial Planning Administrator to continue development in a flexible working environment.

To apply, please submit your CV TODAY or contact Duncan for more information.