Ifa Administrator

Job Title: IFA Administrator

Salary: £26,000 – £30,000per year

Overview:

A successful financial planning practice based in Leeds is now looking to recruit a capable and experienced Financial Planning Administrator to assist their advisers with pre and post advice administration and technical support.

Main Duties:

The key purpose of the role will be to work collaboratively with Paraplanners and Advisers to ensure both their portfolios of private and corporate clients receive an exceptional level of service within FCA and TCF framework and principles.

You will handle new business processing of GPPs, Personal Pensions, life assurance and investments as well as action renewals, putting policies on risk.

You will obtain illustrations, valuations, place business, complete administration for reviews and act as a referral point for client queries.

A salary of up between £26,000 – £30,000and £25,000 will be on offer depending on experience, qualifications and performance at interview. Full study support will be provided to the successful candidate should they wish to acquire the Diploma in Financial Planning.

Key Skills:

In order to be considered for the role of IFA Administrator, candidates must come from a similar background, ideally having worked in a fully independent financial planning practice carrying out administration. A good level of education is a must, as is a CV with minimal job hops. You must have excellent organisation and customer-care skills, attention to detail and accuracy as the norm. You will need to hold an understanding of pensions, investments and protection from an administration point of view.

Summary:

In summary, this role represents an excellent opportunity to join a progressive and expanding firm which provides consultative services to its clients. The role offers great opportunities for development, for the right individual.

Contact details:

Jenny Brophy

Financial Services and Insurance Specialist

Morris Jones Consulting

For further information or to apply, please send your CV to jenny. co. uk.

IFA, Financial planning, Financial Planner, Wealth Management, Administrator, Paraplanner, Report Writer, Jenny Brophy, Leeds, West Yorkshire, Vacancy.