SonicJobs Logo
Left arrow iconBack to search

IFA / Client Support Administrator

Aspire Executive Search
Posted 3 days ago, valid for 17 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£24,000 - £28,800 per annum

info
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

info
  • The IFA Support Administrator position is based in West Yorkshire with a salary up to £35k.
  • Candidates should have a minimum of 1 year experience in financial services administration.
  • The role involves working closely with advisers and clients, ensuring timely and accurate responses.
  • Additional benefits include a pension plan, 25 days holiday plus bank holidays, and support for further qualifications.
  • This is an excellent opportunity for those seeking career progression in the Financial Services industry.

IFA Support Administrator West Yorkshire 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 West Yorkshire 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.