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IFA / Client Support Administrator

Aspire Executive Search
Posted 14 hours ago, valid for 16 days
Location

Halifax, West Yorkshire HX1 2XW

Salary

£36,000 - £43,200 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Support Administrator position in Halifax offers a salary of up to £35k with competitive benefits and progression routes available.
  • Candidates should have a minimum of 1 year of experience in financial services administration.
  • The role involves working closely with advisers and clients, ensuring timely and accurate responses to inquiries.
  • Additional responsibilities include sending Letters of Authority, obtaining illustrations, and producing portfolio valuations.
  • The company also provides 25 days of holiday, pension benefits, and support for further qualifications.

IFA Support Administrator Halifax Salary up to £35k, progression routes available and competitive Benefits.

Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Halifax area?

This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.

Job Summary:

  • You will be responsible for working closely with the advisers and clients
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Send Letters of Authority and gather accurate information
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Provide a friendly and professional point of contact for clients and enquiries

Qualifications and Experience: -

  • Minimum 1 year experience in financial services administration
  • Salary range up to £35k depending upon experience
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.