IFA Administrator - Leeds - This Area Only | Zoek UK | 50ce87
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Leeds - This Area Only
£20000 - £25000/annum
Permanent (Full time)
Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance and so much more!
NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting a pro-active and experienced IFA Administrator to join their growing team based in Leeds.
This role will work directly for an Independent Financial Planner who advises clients on Whole of the Market products. Providing direct administration support in a demanding environment, the role will be varied; fast paced and offer ongoing training and development. You will have the opportunity to work in a supportive team environment where progression is supported for CII qualifications if desired.
Preparing pre-meeting documentation for the Advisers
Processing new business applications
Creating Client Valuations & Illustrations
Chasing Letters of Authority
Liaising with Product Providers & third parties
File preparation for new clients and existing client reviews, including valuation reports (in line with MIFIID 2 legislation)
Keeping up to date with legislation and compliance changes
Administration tasks such as filing/scanning/faxing
Maintaining professional and ethical standards in accordance with regulatory principles for the business
What's in it for you?
Competitive salary package, reviewed annually
Free personal health cover
Generous holiday allowance plus statutory bank holiday entitlement
Flexible working patterns
Competitive, flexible pension arrangements
Death in Service benefits
Tax savings schemes, . child care vouchers
A variety of regular social events
Exceptional learning and development opportunities
An engaging culture and working environment
Candidates applying must have previous experience working for a firm of Financial Planners, and have a good knowledge of pension, investment and protection products. Ideally you will have had previous experience with Intelligent Office, and the standard Wrap Platforms. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Although it is not essential on application, you will be expected to obtain relevant industry qualifications in the role.
Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with High Net Worth Individuals.
For more information please contact one of our specialist consultants quoting REF: NJR11715