UA-185291695-1 IFA Administrator Manager, Jobs, 352

IFA Administrator Manager

IFA Administration Manager - Harrogate, Yorkshire and the Humber

Ref: 352Monday 17 January 2022

£28,000 - £35,000

We are looking to speak with an IFA Administrator Manager as a leading, national Wealth Management firm is looking add to their Client Delivery team in Harrogate. You will be working as part of a team to support Wealth Planners with managing the administrative aspects of client delivery, working to deliver excellent client outcomes.

In return, the firm are offering a competitive salary, work from home flexibility and further benefits. 

Responsibilities Include:

  • Manage resources and workflow
  • Work within the Client Delivery Team to deliver an excellent client service
  • Co-ordinate the Planners diaries and the arranging of client meetings
  • Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs
  • Send prepared investment information and reports to clients
  • Ownership and accountability for administration including ensuring the maintenance of correct client records

 

Package includes:

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. In addition, we offer opportunities for career progression to match your career aims and ambitions.

 

Requirements:

  • Experience in a fast-paced Financial Services Manager role
  • Good literacy and numeracy skills with a high degree of accuracy
  • Excellent interpersonal and organisational skills
  • Working knowledge of Microsoft Word and Excel packages essential
  • Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services