Ifa Administrator
7 months ago
An excellent opportunity to join a well-established firm of Financial Consultants who are based in Leeds. This company is directly authorised and specialise in providing advice in pensions, investments and tax planning.
The firm are now in a position to appoint a new Administrator to join its established team. The role will be centered around providing administrative support to the financial consultants within the firm to help maintain existing relationships whilst helping to develop new opportunities.
**The Role**:
- Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
- Taking receipt of, distributing, scanning and electronically filing incoming post.
- Processing outgoing post.
- Liaising with product providers and clients, handling all client queries.
- Building strong rapport with existing and prospective clients.
- Producing and chasing letters of authority.
- Creating and maintaining clients' records in the CRM system.
**How will we help?**
- Training will be provided enabling you to develop.
- You will be working with a team of experienced administrators and paraplanners.
- Ability to study with financial support with to develop your career in Financial Services.
- Ability to progress your career with within the company to a paraplanning role.
- Ability to progress your career with within the company to a financial adviser role.
**Required Skills and Qualifications**:
**Essential**
- Proven experience as an office administrator, office assistant or relevant role.
- Experience working within the Financial Services industry.
- Experience of dealing with individuals over the phone and in person.
- Proficient in the use of Microsoft Office software.
**Desired**
- Experience of working within a similar financial services-based role within a financial advisory / wealth management firm.
**Benefits**:
- Competitive salary of up to £30,000, depending on experience
- 25 days holiday plus bank holidays
- Employer pension contribution paid by salary sacrifice.
- Death in service Cover
- Sickpay arrangements
**Salary**: £22,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Flexitime
- Life insurance
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Application question(s):
- Do you have financial services administration experience?
- Do you have IFA administration experience?
Work Location: In person
Reference ID: 13168270761
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