Job Details
IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Headingley
Salary: £21,000 - £23,000
Job Ref.: DM00044
Job Information
We are currently recruiting for an IFA Administrator in Headingley.
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 IFA 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.