Ifa Administrator Jobs in HG1, Harrogate, North Yorkshire

Apply for the latest Ifa Administrator Jobs in HG1, Harrogate, North Yorkshire in Accounting/Financial/Insurance in United Kingdom.

Job Description

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.

Key Responsibilities

* Administration of Group Schemes for Group Life, PHI, GPP, and PMI.

* Dealing with all aspects of running schemes, including writing to new members and underwriting requests.

* Dealing with renewal information and re-broking schemes as and when required.

* Processing new business including obtaining illustrations.

* Ensuring clients’ records are kept up to date on the back office system.

* Day to day administration of SSAS schemes, including members’ pension payments, payroll arrangements and liaising with HMRC re PAYE matters.

What's on offer?

* 27 days holidays + bank holidays.

* Free on-site parking.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

* Previous experience administration experience within a Financial Planning firm

* Previous experience using platforms and back office systems is advantageous

* Professional communication manner, both written and verbally

* Methodological approach and attention to detail

* Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, SASS Administrator, IFA Admin

Salary: £25000 – £30000/annum
Job type: Permanent, Full Time
Category: Accounting/Financial/Insurance
City/Town: Harrogate
County: North Yorkshire
Country: United Kingdom
Benefits: