Job Details
IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Huddersfield
Salary: £22,000 - £24,000
Job Ref.: HUD00349
Job Information
We are currently recruiting for an experienced IFA Administrator in Huddersfield. This firm has a fantastic outlook on work/life balance and as such hours are very flexible - for example, all the following will be considered: part or full time, half days or starting early & finishing early. This role would, therefore, suit someone who is looking for non-rigid working conditions.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
- Helping with 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 IFA / Financial Planning Administrator to continue their professional development in a flexible working environment.
To apply, please submit your CV TODAY or contact Duncan for more information.