IFA Administration
Halifax
Up to £35k
This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme', and due to growth plans, there will be opportunities to progress further within the business.
The Business
The business is well-established national financial services firm in multiple locations across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Halifax office.
The Role
As part of the administration team, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.
Benefits
- Salary - Up to £35k depending on experience
- 25 days holiday + bank holidays, rising with length of service.
- You get the day off on your birthday!
- Holiday Purchase Scheme
- Life assurance
- Pension Contribution
- Corporate Eyecare Support
- 'Extras' Discount shopping discounts
- Cycle to work scheme
- Employee Referral Scheme
- Learning & Development programme
- Electric Car scheme
Applying
If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.