Ifa Administrator

2 days ago


Leeds, United Kingdom Heat Recruitment Full time

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice in York which provides a highly personalised financial planning and investment management service.
**Key Responsibilities**
- Preparing new business and client review packs for client meetings
- Assisting with the production of accurate client portfolio valuations using Intelligent Office
- Completing ongoing servicing requests for existing clients
- Prepare new business documents ensuring all paperwork is completed accurately and correctly.

**What's on offer?**
- 25 days holiday + bank holidays, option to purchase additional 5 days
- 5% matched employer pension contributions
- 3x DIS
- study support
- flexible working - 3/2 day split

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**:Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA, Financial Planning, Adviser Support, Wealth Management, Financial Advisor, Financial Adviser, Financial Services


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