Job Details
IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Headingley
Salary: £21,000 - £23,000
Job Ref.: DM22044
Job Information
We are currently recruiting for an IFA Administrator near Headingley, Leeds. This firm has a relaxed and friendly culture in an appealing 'non-corporate' way.This is a development role and we invite applications from individuals who would like to ultimately progress into an IFA role. We are looking to attract ambitious individuals who are either studying towards or want to study for their Level 4 Diploma (fully supported by firm).
Duties will include:
-
Preparing suitability reports
- Preparing documents for adviser appointments
- Providing up to date valuations
- Dealing with client/adviser queries
- Matching adviser fees from payroll statements
- Processing new business – checking all details are correct and submitting to the providers
- Processing LOAs and Withdrawals
- Dealing with queries over the phone / in writing
- Preparing pre-appointment pack for advisers
- Sending out confirmation letters
- Managing client portfolios
Free parking is provided and hours of work are 9 - 5, Monday to Friday with one hour for lunch.
This is a great opportunity for an IFA / Financial Planning Administrator to continue with their professional development in a very friendly and supportive working environment.
To apply, please submit your CV TODAY or contact Duncan for more information.