Job Description
Our award winning Wakefield based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include:
* Processing new business applications across the key financial products
* Submitting transaction & trade requests including fund switches on and off platform
* Obtaining illustrations & product literature
* Acquiring client portfolio valuations
* Preparation of annual review packs for client meetings
* Acting as a key point of contact for financial planners & clients
* Liaising with product providers
* Actioning LOAs
* Maintaining an accurate record of the Client’s financial situation
The candidate:
* IFA/ financial planning administration experience (essential)
* Experience of using Intelligent Office (desirable)
* knowledge of provider platforms
* Highly organised
What’s on offer:
* Starting basic salary of up to £30,000 + bonus
* Home working - Up to 3 days per week
* 25 days holiday
* Full study support inclusive of training courses
* Structured career progression
* DIS
Please submit the latest version of your CV to be considered for this opportunity.