Product Features
Blog
Contact Us
Sign In
Clarity Wealth Limited
,
Horsforth, West Yorkshire
IFA Administrator
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £16,000 per annum |
Overview
You will be helping support one IFA/Director and administrator in the role of an IFA administrator. This role is available due to consistent levels of organic growth within the company. We are an energetic, professional and happy team that are growing which will present ongoing career opportunities and personal development. Flexible working to accommodate the right applicant. Discretionary annual bonuses are available and have been paid every year to all staff to date. We will review salaries annually with a view to increase these were possible as a reward for endeavour. We care about our staff and clients and want to ensure that they are looked after. Responsibilities are not limited to but mainly consist of; Report writing, ensuring all documents and processes are compliant, answering phone calls, obtaining information from providers, following up on requests lodged with providers, maintaining and documenting review’s, servicing client requests, updating files and generic administrative assistance. The ability to work methodically and with structure is essential. A professional but friendly approach is also important. Office based in Horsforth. Salary of £16,000 - £25,000 per annum (on a pro rata basis). Salary to be agreed depending upon experience and qualifications, Skills and Knowledge: · Experience in a similar previous role & IFA environment is ESSENTIAL · Working towards Diploma is preferred but not essential · Experience of platforms, providers and back office systems (ideally Intelliflo), although training would be given. · Must be process driven and have GREAT attention to detail · Professional and discrete with the ability to complete tasks in an efficient manner · Excellent computer skills including Word and Excel · Excellent verbal and written communication skills Job Type: Part Time (20 - 30 hours-to be agreed with suitable candidate) Salary: £16,000.00 to £25,000.00 per year (on a pro rata basis) NO RECRUITMENT AGENCIES PLEASE A covering letter would be helpful in explaining why you want this role and why you want to work part time Application Questions You have requested that Indeed ask candidates the following questions: