IFA Administrator

IFA Administrator

Elland, Halifax

£26,000 to £30,000 plus benefits and bonus - hybrid work is available

Our client is an expanding Financial Planning practice, a division of an expanding Chartered Accountancy firm. They specialise in provide a high-quality service to new and existing private clients. The role will require the successful candidate to work closely with and to support fellow administrators, paraplanners and Chartered Financial Planners in their work.

Duties:

• 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 the Directors.

For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity in more detail. .