Job Details

IFA Support Administrator

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Wakefield

Salary: £20,500

Job Ref.: WAK3388

Job Information

We are delighted to be working with a successful Wakefield based company Financial Advisory firm, recruiting for an IFA Administrator.

Duties will include but are not limited to:

  •       Processing and monitoring of new business applications
  •       Maintaining and updating client management systems
  •       Supporting clients, Financial Planners, 3rd parties and all work colleagues
  •       Processing letters of authority, surrender/encashment requests and general client queries
  •       General office duties and telephone calls into the office
  •       Collating and preparing annual valuations
  •       Dealing with client review documentation

Hours of work, 9am to 5pm Monday to Friday.

For further information on this role please submit your CV or contact Duncan McIlroy to discuss.