Senior IFA Support Administrator
West Yorkshire
Salary up to £35k, and competitive Benefits.
Immediate start available. Flexible working available.
Are you looking for an opportunity to advance your career within the Financial Services industry?
I am currently looking for an experienced Senior IFA Support Administrator / IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the West Yorkshire area. This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.
There will be opportunities to progress within the role with potential routes to management and project work.
Job Summary:
* You will be responsible for working closely with advisers.
* Liaison with product providers to ensure timely and accurate responses to clients.
* Send Letters of Authority and gather accurate information.
* Obtain illustrations and application forms.
* Production of portfolio valuations.
* Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company time-scale.
Qualifications and Experience:
* Minimum 1 year experience in financial services administration.
* Strong IT skills.
* The ability and support to work flexibly where appropriate, in terms of hours and location.
* Support with further qualifications, including study leave if you want to go down that route.
If you are interested and want to find out more about this Senior IFA Support Admin role, contact HELEN SPRIGGS through here or via LINKEDIN.
#J-18808-Ljbffr