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