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Senior IFA Administrator, West Yorkshire
Client:
Page Personnel
Location:
West Yorkshire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
af27782ef22d
Job Views:
6
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
As Senior IFA Administrator, you will be responsible for:
* Processing new business from start through to completion
* Assisting advisers with research and report writing
* Arranging meetings with clients for the advisers
* Handling client's requests and queries
* Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
* Sending reports and investment information to clients
* Accurately submitting data on the system for clients
* Ensuring work is completed in specified timelines.
The Successful Applicant
The successful applicant for this role must have the following skills and experience:
* Previous experience working in an IFA or financial planning firm
* Experience of report writing and research
* Excellent attention to detail
* Good working knowledge of Microsoft applications
* Up to date with current FCA Legislation
* Knowledge of various providers and software such as Intelligent Office (IO) and FE Analytics
What's on Offer
As Senior IFA Administrator, you will get:
* 25 days holiday
* Pension contribution
* Company bonus scheme
* Hybrid working - 3 days working from home
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