Senior IFA Administrator

Taylor James Professional Recruitment LTD ,
Leeds, West Yorkshire
More Details
Job Type: Full-time
Salary: £25,000 per annum

Overview

An excellent opportunity has arisen for an experienced IFA Administrator to join our prestigious Leeds based client. As a Financial Services professional 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 If you are an experienced IFA Administrator who has the ability and knowledge to deal with the duties detailed below then is an opportunity not to be overlooked. Duties & responsibilities: To support senior Paraplanners & Advisers To process all new business applications in a compliant manner To be a point of contact for more junior employees To obtain and provide client valuations To maintain up to date client files To update the back office system To ensure all paperwork is completed accurately and correctly To deal with any client correspondence in a professional manner Responsible for keeping clients and Adviser updated with case progress What’s on offer: Basic salary up to £30,000 Full study support (study days and time off for exams) 4 x Death in Service 26 days holidays Bonus structure Fantastic progression opportunities Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity

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