FinancialServicesAdministrator,Harrogate,£28,000-£30,000
AfinancialservicesbusinessinHarrogateduetogrowthisrecruitingforanadministratortojointheiron-boardingteam.Youwillberesponsiblefortheon-boardingoftheirnewclients.Onceyouareupandrunningwiththeprocesses,youwillbeallocatedyourownnewadviserssoyouwouldbethemaincontactfortheiron-boardingandforyoutobeabletoseeeachprojectthroughfromstarttofinish.
Duties
* Processingthenewclientspacks,whichincludesignedclientagreements,factfindsandLettersofAuthority.
* Creatingthenewclientprofilesontheback-officesystem,includingthepolices.
* Sendingoffthelettersofauthoritytotheplatforms/providersandchasingthesetoensuretheplansaretransferredtothenewagency
* Updatingtheback-officesystemwiththeplaninformation
* Ensuringallagreedon-goingfeesaresetupandpaid
* Settinguptheplatform/provideragenciesforthenewadviser
Requirements
* Youmusthaveexperienceofworking as an IFA Administrator
* ITliterate
* Excellentcommunicationskills
* Attentiontodetail
Benefits
* Hybridworkingafterprobationaryperiodof2daysWFH
* 25daysholidayplusbankholidayandtheChristmasperiodoff
* Walkingdistancetothetowncentre,bus/trainstation
* On-siteparkingclose
* 9-5pmMondaytoFriday35hrs/week
AMRT1_UKTJ
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