Ifa Administrator

1 day ago


Leeds, United Kingdom ST Resourcing Ltd Full time

A highly respected Chartered Accountants, with impressive offices in the Leeds area are looking to add to their Financial Planning arm with an additional Financial Planning Administrator.
The role will see you work closely with existing support staff and alongside the technical team you will provide first class administrative support to the Financial Consultants. With modern technology you will be able to be in charge of updating your work logand seeing how it fits into the wider service given to clients.
You will issue letters of authority, process new business for investments and pensions and deal with a number of 3rd party product providers. In addition to this you will issue valuations to clients regarding their portfolios and greeting clients and preparingmeeting rooms and packs.
There is a great team dynamic with a supportive management team who genuinely like to understand you career plans and ambitions and how they can best support those.
If you have experience working in an IFA practice, and would like to find out more please apply.


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