West Yorkshire Administration Specialist

3 weeks ago


Huddersfield, Kirklees, United Kingdom Aspire Recruitment Solutions Full time
Key Responsibilities:
A motivated and organized individual is required to fill the position of Senior IFA Support Administrator in our busy office in West Yorkshire. The ideal candidate will possess strong IT skills and have a minimum of 1 year's experience in financial services administration.

Your duties will include:
- Providing expert administrative support to financial advisers
- Building relationships with product providers to ensure seamless client service
- Preparing and managing Letters of Authority and client data
- Obtaining illustrations and application forms from product providers
- Conducting regular portfolio valuations to ensure accuracy
- Managing fund transfers, rebalances, top-ups, and withdrawals with precision

The successful candidate can expect a salary up to £35k depending on experience, as well as a comprehensive benefits package, including a pension scheme, death in service benefits, and a bonus based on company performance.

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