I am currently working with a successful and long standing Financial Advice Group based in North Leeds who are looking to add an IFA Administrator to the team. This will be an experienced Administrator interested in working in a tight-knit team at a company with exceptional benefits. You will provide full support for Financial Advisers in relation to all aspects of financial planning and retirement needs.
The Role: Full Financial Adviser support. New business processing including switching – online or by post. File preparation for new clients and existing client reviews. Liaise with clients and product providers over the phone and via email. Administration tasks such as filing, scanning and faxing. Keeping up to date with, and working in line with legislation and compliance changes.
The Person: Applicants must show experience within, and commitment to, the Financial Advice sector. The successful candidate will be experienced as an IFA Administrator, with life and pensions investment knowledge. You will be reliable, trustworthy and hardworking, able to work independently and as part of a team, be organised, and be able to demonstrate a professional communication manner both written and verbally.
Candidate Benefits: Learn to write suitability reports and gain professional financial qualifications. Immediate entry to PHI plan. PMI and health cash plan. Annual bonus. Free parking. Funding and support through professional qualifications.