Senior IFA Administrator

IFA Administrator - Wakefield, Yorkshire and the Humber

Ref: 810Monday 18 July 2022

I am working with a leading, national Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team. 

They are offering a competitive base salary, good benefits and work from home flexibility. 

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

If this sounds like something that could be of interest, please apply and one of our consultants will be in touch.

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