Job Information

We are currently recruiting for an experienced IFA Administrator in Huddersfield. Due to the relaxed outlook of this firm, hours are flexible and the 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
Filling in 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 Financial Planning Administrator to continue development and learning in a professional environment.

To apply, please submit your CV TODAY or contact Duncan for more information.