Position: IFA AdministratorLocation: IlkleySalary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours).Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking andExam support to achieve professional qualifications if desired.
Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection.
Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy.
The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time.
The work that you will be learning and completing will include:
1. Prepare client files for appointments and review meetings.
2. Sending out authority forms to providers to obtain policy information.
3. Liaising with providers to obtain plan information.
4. Producing plan information updates
5. Preparing New Business...