UA-185291695-1 IFA Administrator, Jobs, 235

IFA Administrator

IFA Administrator - Leeds, Yorkshire and the Humber

Ref: 235Tuesday 5 October 2021

£19,000 - £22,000

We are looking to recruit an IFA Administrator in Leeds to provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines.

You will be joining a national IFA firm that provides both an excellent benefits package and career advancement opportunities. You will be joining a high-performing team that has developed a customer-centric culture where everyone works together.

 

Responsibilities:

 

To prepare new business applications

Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.

Maintaining relationships and contacts with providers to ensure a professional service

Deal with any resulting fee and commission queries from the Finance Department

To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate.

To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner.

 

Skills:

Computer literate in Microsoft Office and other applications

Excellent communication skills both written and verbal

Client-centric in approach

Organised and highly motivated

Good levels Industry knowledge of Pensions or Investments