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Ifa Administrator
4 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Wakefield
£24
01/03/2023
NJR13457
DESCRIPTION
IFA Administrator
Location: Wakefield
**Salary**: £21,000 - £24,000
Group pension scheme, group life cover, medical cover, flexible working hours, free parking, support with professional qualifications and excellent progression plans
We are delighted to be recruiting for a well-established Financial Planning company that, due to expansion, are looking for an experienced Administrator to support a number of Advisers on a day to day basis in their offices in Wakefield.
**Responsibilities**:
- Providing high-quality administrative support to a team of wealth managers across a range of pensions, investments, and other financial products
- Conducting product research
- Writing basic suitability reports
- Prepare and Issue client review documents.
- Processing of new and existing business
- Liaising with product providers to ascertain any policy information which may be required for your research
- General office admin tasks
What we need from you:
- Previous experience within a Financial Services environment
- Knowledge of pensions, investments taxation or protection products
- Confident and professional telephone manner
- Be able assist Advisers in their Administration management and their clients
- Experience in dealing with client requests and queries
This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable business with genuine career progression and a comprehensive benefits package on offer
For More Information please contact our specialist financial service consultant and quote this reference NJR 13457
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