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IFA Administrator

Resource Matters Ltd
Posted a day ago, valid for 15 days
Location

York, North Yorkshire YO60, England

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
  • Our Wealth management / IFA client is seeking an Administrator for their York office.
  • The ideal candidate should have financial services or IFA administration experience and be looking for an office-based role.
  • Career opportunities for advancement are available as the client promotes from within.
  • Key responsibilities include all administrative functions associated with an IFA firm, such as submitting business and managing client correspondence.
  • Candidates with some experience in an IFA firm are required, and those with more experience can expect a higher salary.

Our Wealth management / IFA client are seeking an Administrator for thier York office.

Role Overview:

This role is ideal for an individual with financial services / IFA administration experience seeking to be office based and work with a friendly, professional and well respected team. Also, career opportunities will exit for the right candidate because our client has consistently promoted from within

Key Responsibilities:

Included in the role with be all admin functions associated with an IFA firm and these can be discussed in more details on enquiry., inducing the submission of business, review packs, dealing with product providers and client correspondence

What We are Looking For:

A candidate with some experience within an IFA firm is essential, and more experienced candidates can expect a higher salary

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.