(Snr) IFA Administrator - #2116327
Reward Recruitment
Date: 2 weeks ago
City: Leeds
Salary:
£30,000
-
£35,000
/ year
Contract type: Full time
Work schedule: Full day
(Snr) IFA Administrator
Leeds
£30,000 to £38,000 plus benefits and bonus
Our client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients. They currently have opportunities available for either experienced or new to the industry IFA Administrators. Duties will include:
- Liaising with policy providers.
- Updating and maintaining client records.
- Processing new business applications.
- Fund switches.
- income and withdrawal requests and monitoring the process through to completion.
- Providing dedicated support to one or more Financial Planner(s).
- Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
- Any other duties as may reasonably be required by your Line Manager/Director.
For further information please send your CV to Stuart at Reward Recruitment or contact him directly.
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