IFA Administrator

Wetherby, Yorkshire
Reward Recruitment

IFA Administrator

Bramham, Leeds

£30,000 to £35,000 plus benefits and bonus

Our client is an expanding Chartered IFA Practice who specialise in provide a high-quality service to new, existing high net-worth private clients. The role will require the successful candidate to work closely with and to support managers, fellow administrators, paraplanners and Chartered Financial Planners in their work. A fundamental part of the role will be to liaise with colleagues, clients and professional contacts.

Duties:

• Liaising with policy providers.
• Updating and maintaining client records.
• Processing new business applications.
• Fund switches.
• income and withdrawal requests and monitoring the process through to completion.
• Providing dedicated support to one or more Financial Planner(s).
• Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
• Any other duties as may reasonably be required by your Line Manager/Director.

For further information please send your CV to Stuart at Reward Recruitment or contact him directly on .