Trainee IFA Administrator
Wakefield, Leeds
£20,000 to £25,000, plus benefits (subject to experience)
Our client is an established Financial Planning practice based in Wakefield, who are looking to recruit a trainee IFA Administrator to join their expanding team, with excellent training provided and progression opportunities within the company.
Day to day responsibilities:
- General administration and upkeep of company records
- Updating the back-office system
- Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases.
- Assisting advisers in preparation of new business packs for meetings.
- Fee and commission reconciliation.
- Developing good communication with individual clients to provide personal service and cultivate potential additional business.
How to Apply:
Please send your CV immediately or contact Stuart on 0 7 747 782934.