Administrative Support Specialist

2 days ago


Halifax, Calderdale, United Kingdom Medlock Partners Full time

About the Role:

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We are seeking an experienced IFA Administrator to join our dynamic team. The successful candidate will provide administrative support to our Paraplanners and Financial Planners, ensuring efficient and accurate completion of tasks.

Key Responsibilities:

Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA, and Protection in an accurate and timely manner. Manage your individual workload, investigate client queries, and maintain client records on our back-office system.

What We Offer:

A competitive salary, Death in Service 5% Pension, Yulife Employee benefits package, and opportunities for career growth and development.



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