IFA Administrator
Wakefield, Leeds
c. £30,000, plus benefits
Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future.
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.