Our Leeds basedawardwinningclientareexclusivelyworkingwithTaylorJamestotoappointan IFAAdministrator tojointheirteamonapermanentbasis. AsaFinancialServicesprofessionalyouwillbejoiningafirmwithanimpressiveemployeeretentionrate,whichisadirectresultofafantasticworkingenvironment,continuedpersonaldevelopmentandanattractiveremunerationpackage Supportingateamofexperiencedparaplanners&financialplanners,duties&responsibilitieswillinclude: Processingnewbusinessapplicationsacrossthekeyfinancialproducts Submittingtransaction&traderequestsincludingfundswitchesonandoffplatform Obtainingillustrations&productliterature Acquiringclientportfoliovaluations Preparationofannualreviewpacksforclientmeetings Actingasakeypointofcontactforfinancialplanners&clients Liaisingwithproductproviders ActioningLOAs MaintaininganaccuraterecordoftheClientsfinancialsituation Thecandidate: IFA/financialplanningadministrationexperience( essential ) ExperienceofusingIntelligentOffice( desirable ) Knowledgeofproviderplatforms Highlyorganised Whatsonoffer: Startingbasicsalaryofupto£33,000bonus Homeworking 26daysholiday Fullstudysupportinclusiveoftrainingcourses Structuredcareerprogression DIS PleasecontactsubmitthelatestversionofyourCVtobeconsideredforthisopportunity.