IFA Administrator

Posted 11 April by Reward Recruitment
Easy Apply
£23,000 - £28,000 per annum
Knaresborough , North Yorkshire
Permanent, full-time
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Posted by Reward Recruitment

IFA Administrator

Kanresborough

£23,000 - £28,000, plus benefits

Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future.

Day to day responsibilities:

  • General administration and upkeep of company records
  • Updating the back-office system
  • Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases.
  • Assisting advisers in preparation of new business packs for meetings.
  • Fee and commission reconciliation.
  • Developing good communication with individual clients to provide personal service and cultivate potential additional business.

How to Apply:

Please send your CV immediately or contact Stuart on 0 7 747 782934.

Required skills

  • Investments
  • Wealth Management
  • Senior Administration
  • IFA
  • pensions

Reference: 52211110

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