Home
Harrogate
Ifa Administrator

Ifa Administrator

Reed

Posted 4 days ago, valid for 2 minutes

Harrogate, North Yorkshire HG3 4JL

£35,000 per annum

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

The IFA Administrator position offers an annual salary of up to £35,000.
Located in Harrogate, this full-time role involves providing administrative support to high net worth clients.
Candidates should have proven experience as an IFA Administrator and strong knowledge of pensions, investments, trusts, and tax planning.
Key responsibilities include processing new business applications, obtaining valuations, and managing financial data using Excel.
The role also provides benefits such as 27 days of holiday, flexible working hours, and death in service cover.

IFA Administrator

Annual Salary: Up to £35,000
Location: Harrogate
Job Type: Full-time

Join a brilliant team in Harrogate as an IFA Administrator, where you will play a crucial role in providing administrative support to high net worth clients. This position is ideal for someone eager to exceed expectations and skilled in managing detailed financial processes.

Day-to-day of the role:

Processing new business applications and placing investment trades.
Obtaining bespoke valuations and illustrations for client portfolios.
Liaising effectively with clients, providers, and other third parties to ensure smooth operation.
Handling Letters of Authority and building model portfolios.
Extensive use of Excel spreadsheets to manage and analyse financial data.

Required Skills & Qualifications:

Proven experience as an IFA Administrator.
Excellent knowledge across pensions, investments, trusts, and tax planning.
Strong proficiency in Excel, including pivot tables and complex formulas.
Ability to work effectively both independently and as part of a team.
Excellent communication and organisational skills.

Benefits:

Competitive salary up to £35,000.
27 days holiday plus bank holidays.
Death in Service cover.
Free parking.
Flexible working hours.

Apply now in a few quick clicks