Ifa Administrator / Client Services Executive

An exciting position has become available for a Client Liaison Executive/Financial Services Administrator to join a successful, high profile, multi-sited and expanding Financial Services organisation in Leeds City Centre. The objective of the role is to provide full administrative support and diary management to the organisations IFA’s.

A typical day will involve preparing for meetings, client reviews and activity management as well as ensuring all client evaluations and tax reports are prepared by the client review team within appointed deadlines. You will also be inputting and maintaining client records using IRESS Advisor Office (Avelo) to ensure good quality data is recorded and maintained.

The ideal applicant will have a good understanding of all operational procedures including administration of new and existing investments, including pensions, life assurance, ISA’s, unit trusts, insurance bonds as well as SIPP and SSAS’s. You will also have responsibility for processing letters of authority within Service level Agreements, and, to make sure that any client queries are investigated and replied to correctly within 24 hours. Part of this position also includes completing documentation and packaging new business for onward transmission to the centralised processing teams, ensuring all activity entries are in place for chasing until the business is complete.

It is essential that you have experience within a similar financial services role and that you have, or are working towards your CFP. A good academic background is preferred as is the ability to communicate well at all levels.

The right candidate to fit into this companies’ culture will have a ‘can-do’ attitude, can demonstrate initiative and who sets and lives up to high standards!