IFA Administrator - Exclusive to Taylor James

Posted 6 December by Taylor James Professional Recruitment LTD
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IFA Administrator / Financial Services Administrator / Client Services Administrator / Leeds / Permanent / Salary / £17,000 - £24,000 / Bonus

Full job specification available upon request

Taylor James are the exclusive recruitment partner with one of the very best financial planning firms.

We will be managing the entire recruitment campaign on behalf of our highly reputable client across several key vacancies.

Due to their impressive period of growth, now proves an exciting time to form part of their vision for the future.

Duties & responsibilities will include:

  • Handle new business, processing and submitting of a wide range of pensions, life assurance and investment business
  • Preparation of annual reviews for Adviser’s Client meetings
  • Client portfolio valuations
  • Prepare letters of authority
  • Actioning renewals and putting policies on risk
  • Obtain illustrations and product literature such as KFD’s and application forms
  • Complete administration post Adviser Client reviews
  • Act as a referral point for Client and Scheme Member queries
  • Administer Corporate Scheme actions such as scheme leavers, renewals etc.
  • Liaise with Advisers, Product Providers and Clients in a polite and professional way
  • Dealing with changes to policies, fund and client personal details liaising with Investment Managers, Product Providers and Platforms to ensure that all matters are resolved

The candidate:

  • Financial Services administration experience (essential)
  • Experience in areas such as Pensions, Investments, Protection and Corporate Schemes
  • Experience of Intelligent Office (desirable)
  • Be familiar with Product Provider websites and on-line systems

What’s on offer:

  • Starting basic salary of £17,000 - £24,000
  • Discretionary bonuses
  • 25 days holiday
  • Outstanding career progression

Please contact Matthew Biddle on 0113-350-2247 or Paul Taylor on 0113-350-1298. Alternatively connect with us on LinkedIn or submit the latest version of your CV to be considered for this opportunity.

Required skills

  • Administrative Support
  • Financial Planning
  • Financial Services
  • Planners
  • ifa

Reference: 36484456

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