IFA Administrator - Horsforth
- Recruiter
- Professional Recruitment
- Location
- Horsforth, Leeds
- Salary
- Competitive
- Posted
- 18 Mar 2019
- Closes
- 27 Mar 2019
- Ref
- 1090414647
- Job role
- Accountant
- Sector
- Accounting - Public practice
FS Administrator / Adviser Support / IFA Administrator / Horsforth/ Permanent / Salary / £24,000 - £30,000 / Study Support / Free parking
A first class opportunity has arisen for a Senior IFA Administrator to join our Horsforth based client
As a Financial Services professional you will be joining a firm with an impressive employee development structure plan in place.
If you are an IFA Administrator who has the ability and knowledge to deal with the duties detailed below then is an opportunity not to be overlooked.
Duties & responsibilities:
What’s on offer:
Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity
A first class opportunity has arisen for a Senior IFA Administrator to join our Horsforth based client
As a Financial Services professional you will be joining a firm with an impressive employee development structure plan in place.
If you are an IFA Administrator who has the ability and knowledge to deal with the duties detailed below then is an opportunity not to be overlooked.
Duties & responsibilities:
- To support Paraplanners & Advisers
- To process all new business applications in a compliant manner
- To obtain and provide client valuations
- To maintain up to date client files
- To update the back office system
- To ensure all paperwork is completed accurately and correctly
- To deal with any client correspondence in a professional manner
- Responsible for keeping clients and Adviser updated with case progress
What’s on offer:
- Basic salary up to £30,000
- Full study support (study days and time off for exams)
- 4 x Death in Service
- Flexible working hours
- 5% pension
- 25 days holidays
- Free parking
- Bonus structure
- Fantastic progression opportunities
Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity
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