IFA Support Administrator

IFA Support Administrator, Leeds Salary up to £30k, and competitive Benefits.

Parking and flexible working.

Are you looking for an opportunity to progress your career within the Financial Services industry?

I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Leeds area. This is a fantastic opportunity to progress in the Financial Services arena.

Job Summary:

• You will be responsible for working closely with the advisers, paraplanners and the management team
• Liaise with product providers to ensure timely and accurate responses to clients
• Send Letters of Authority and gather accurate information
• Obtain illustrations and application forms
• Production of portfolio valuations
• Processing Letters of Authority
• Provide a friendly and professional point of contact for clients and enquiries
• You will play a key role in putting clients at ease and delivering excellent service

Qualifications and Experience: -

• Minimum 1 years experience in financial services administration
• Strong IT skills
• Salary range up to £30k depending upon experience
• Pension and death in service benefits
• 25 days holiday (+ Bank Holidays) per annum
• Death in Service / Critical illness cover
• Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN