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IFA Administrator
Near Wetherby, Leeds
Upto £30,000 subject to experience, plus benefits
Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities.
The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc.
Day to day responsibilities:
- Administration and maintenance of company records
- Developing the use of the back-office system
- Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases.
- Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress.
- Overseeing and managing the administration team.
- 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.
Required Skills and Qualifications:
- Experience of working within an IFA or Wealth Management environment
- Proven experience of building strong client relationships
- Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems
- Great IT skills and willingness to embrace technology
- Ability to mentor and manage staff members
- The successful candidate will need to be resourceful and possess a 'can-do’ attitude
- The most important attribute is the ability to put your clients at the centre of everything you do
How to Apply:
Please send your CV immediately or contact Stuart on 0 7 747 782934.
