UA-185291695-1 Financial Planning Support Executive, Jobs, 146

Financial Planning Support Executive

IFA Administrator - Harrogate, Yorkshire and the Humber

Ref: 146Monday 20 September 2021

£20,000 - £22,000

The firm in question are looking to add an IFA Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. 

You will receive a competitive salary and benefits package including Flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts.

Main duties; 

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. 
Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner. 
Liaise with providers and other 3rd parties, to obtain any information that may be needed. 

To be considered for this role, ideally you will hold: 

Experience within the Financial Services industry 
Exceptional client service skills, with a genuine interest in helping clients achieve their goals 
Willingness to learn and develop your skills and knowledge`