Are you an Administrator with a keen eye for detail? Are you looking for a new challenge where you monitor and control the quality of each aspect of the Financial Advice process?
My client are an award-winning and established financial advice practice who are based in Wakefield. They have grown year on year and due to growth they have a new role within the business. The reason they are recruiting for this role is to make sure the high level and accurate service currently provided to clients is maintained as they an increased capacity of clients.
You will be expected to check review cases ensuring that the correct outcome has been achieved and that all documentation regarding the sale is accurate on their system Xplan as well as pension platform systems. You will also be expected to cross check internal data with provider sites and check income payments.
A knowledge of the financial services industry is desirable as well as previous background in quality control however this isn't essential. The key essential skill for this role is to be able to be efficient and accurate whilst working through data.
In reward you will gain a salary of up to £27,000 as well as a pension scheme and employee health cover, you will also be entitled to 20 days annual leave with a working pattern of full time - Monday to Friday between 9:00am to 4:30pm with half an hour for lunch. There is also ample free parking outside of their offices and work within a sociable team.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
- IFA Support
- IFA Admin
- IFA Administrator
- IFA Administration
- Client support
- Financial Planning Assistant