IFA Administrator Leeds, England
Job description
A well-established Financial Advice firm is looking to add an experienced IFA Administrator to the growing team. This is a full-time role working Monday - Friday 9 am – 5 pm from the Moortown Office. Great central location, with on-street parking and is easily accessible by public transport.
As an IFA Administrator, you will receive £22,000 - £30,000 basic, dependent on experience, 22 days of holiday plus bank holidays, and fantastic opportunities as they continue to expand, e.g. progression into a Paraplanning role.
Spending the last 15 years providing expertise at every level of financial planning including pensions, investments, protection, general insurance, and inheritance tax planning, there is now a requirement for additional support, in the form of office administration, covering a range of responsibilities.
As an IFA Administrator you will:
- Create and maintain client files.
- Supporting paraplanner
- Checking completeness of documents received and issuing documentation to clients
- Retrieving information from providers via phone, letters, or websites.
- Process new business
- Chasing business completion
- Work with Intelligent office or other back office systems
- Deal with telephone/email enquiries from clients & product providers
We are looking for dynamic IFA Administrators ideally with intelliflo experience , however, this role could also be suitable for candidates with high attention to detail, Office Managers, or Paraplanners.
This is a fantastic role for those wishing to continuously expand their financial services knowledge as part of a rapidly expanding business. You will achieve the required levels of training and compliance as per the company’s training and competence scheme.
If you feel you have the skills and experience required, please apply today or get in touch for more information.
Job Types: Full-time, Permanent
Salary: £22,000.00-£30,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Schedule:
- Day shift
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Northampton: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: TR-808-JIA
