Financial Planning Administrator

Posted 24 January by Aston Charles Ltd

Due to its continued rapid expansion, my client requires additional support staff and is therefore looking to appoint an experienced IFA Administrator to be based within its offices in Harrogate.

The firm, one of the largest independently owned firms in the country, has a strong presence and an enviable reputation in the local market. It is enjoying a period of prolonged success, making various acquisitions, resulting in increased volumes of clients dealt with, and therefore a significantly increased administrative burden.

The main responsibilities of the role will include the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Adviser’s client meetings. You will also be required to obtain quotes, assist with product research and financial reports as and when appropriate. You must maintain up to date product knowledge in order to ensure reports are technically accurate. You will also be responsible for day to day administrative tasks such as database management and the managing of three IFA’s diaries.

The ideal candidate will have experience in Financial Services and more specifically in areas such as pensions, investments and protection. Experience of 1st Software and Exchange back office systems is desirable. The role requires you to maintain valuable relationships with both clients and product providers, therefore you must be an effective communicator and be able to demonstrate a keen eye for detail, as well as excellent organisational and time management skills. Ideally, candidates will already hold relevant Financial Services qualifications. However, those that have recently begun studying, or demonstrate a clear commitment to undertake study, will also be considered.

In return, you will receive a competitive basic salary and a comprehensive range of benefits. You will also have access to excellent opportunities for progression and professional development, as the business continues with its aggressive growth plans.

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Reference: 34311512

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