Job Details
Senior IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Huddersfield
Salary: £24,000 - £27,000
Job Ref.: DM904394
Job Information
We are currently recruiting for a Senior IFA Administrator in Huddersfield. This firm has a fantastic approach towards 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.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 a Senior IFA / Financial Planning Administrator to continue their professional development in a very friendly and flexible working environment.
To apply, please submit your CV TODAY or contact Duncan for more information.