Ifa Administrator

3 weeks ago


Leeds, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leeds
£23000
15/02/2023
NJR13469

DESCRIPTION

IFA Administrator
Location: Leeds

**Salary**: £21,000 - £23,000

NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their offices in Leeds City Centre.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry.

Daily responsibilities will consist of:
" New client input to client databases
" Creating new client packs
" Check Fact Fid fully completed
" Input Fact Find details into client database
" Prepare and send off authority letters and send to client for signature
" Input policy details of existing plans once received from providers
" Add activity entries/workflows
" Check all Anti-Money Laundering information is current and relevant checks have taken place
" Check Fact Find/Client Agreement/Letter of engagement is signed and dated
" New Business Submission
" Enter details of case into client database
" Track new business and current position, updating planner/paraplanner accordingly
" Ensure all new business has been checked and signed off (if required)
" Prepare for client revies
" Update cashflow models in preparation for review meetings

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and has the ability to work within fast paced busy, professional and growing firm.


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