Senior IFAAdministrator
Leeds
£30,000to£35,000plusbenefitsandbonus
OurclientisanexpandingWealthManagementPracticewhospecialiseinprovideahigh-qualityservicetonewandexistinghighnet worthprivateclients.Theycurrentlyhave opportunitiesavailableforeitherexperiencedornewtotheindustryIFAAdministrators. Dutieswillinclude:
* Liaisingwithpolicyproviders.
* Updatingandmaintainingclientrecords.
* Processingnewbusinessapplications.
* Fundswitches.
* incomeandwithdrawalrequestsandmonitoringtheprocessthroughtocompletion.
* ProvidingdedicatedsupporttooneormoreFinancialPlanner(s).
* Ensuringallcompliancemattersaredealtwithandclientrecordsmaintainedtoregulatorystandards.
* AnyotherdutiesasmayreasonablyberequiredbyyourLineManager/Director.
ForfurtherinformationpleasesendyourCVtoStuartatRewardRecruitmentorcontacthimdirectly on 07747 782934.
AMRT1_UKTJ
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