IFA Administrator

They are looking for an experienced Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes.,

• Processing new business (including investments, pensions, mortgages, and life policies)
• Handling client servicing requests (e.g., switches, rebalances, withdrawals)
• Managing policy enquiries and client correspondence
• Providing administrative support: handling calls, managing post, typing documents, and greeting clients
• Supporting with reception and telephone duties as needed
  
  Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?, 3 years+ Financial Planning Administration experience
• Intelligent Office (IO) experience
  
  Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm., As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role.
Our commitment to you
• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.
  
  Basic Salary up to £40,000 + Bonuses
• Excellent Benefits
• Office based + Flex working
• Friendly team
• Pension
• Generous Study/Training Program
• Study support towards Level 4 Diploma