IFA Administrator
York
£25,000 - £29,000
We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.
What’s in it for you?
* Excellent basic salary
* 25 days holiday + Bank Holidays
* Christmas shut down
* Hybrid working after probation
* Development and progression
Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews.
Duties will include:
* Processing new applications
* Writing suitability reports
* Dealing with client queries
* Obtaining quotes and valuations
* Liaising with product providers and other 3rd parties
* General administration duties
What we are looking for:
1. Strong working knowledge and experience of financial services
2. Ability to prioritise own workload as well as being a good team player
3. Be able to demonstrate accuracy and attention to detail in written and numerical work
4. Excellent comm...