Ifa Administrator Jobs in LS1, Leeds, West Yorkshire

Apply for the latest Ifa Administrator Jobs in LS1, Leeds, West Yorkshire in Accounting/Financial/Insurance in United Kingdom.

Job Description

The opportunity for a Financial Planning Administrator to join an award-winning chartered financial planning firm which provides a fully holistic offering to it's clients.

Your role will be to assist the firm's Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.

Key Responsibilities of the role

* Arrange client meetings and prepare client meeting packs to support allocated adviser(s)

* Processing and monitoring of all new business (both for new and existing clients).

* Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production.

* Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate.

What's on offer?

* Discretionary bonus scheme

* 24 days holiday + bank holidays – increases with length of service

* company share scheme

* private healthcare

* full support for completing financial qualifications

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, IFA Admin, Client Delivery, Client Care

Salary: £25000 – £28000/annum
Job type: Permanent, Full Time
Category: Accounting/Financial/Insurance
City/Town: Leeds
County: West Yorkshire
Country: United Kingdom
Benefits:

Ifa Administrator Job in LS1, Leeds, West Yorkshire

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