IFA Administrator

Our Harrogate based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis.

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

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• Processing new business applications across the key financial products
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• Submitting transaction & trade requests including fund switches on and off platform
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• Obtaining illustrations & product literature
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• Acquiring client portfolio valuations
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• Preparation of annual review packs for client meetings
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• Acting as a key point of contact for financial planners & clients
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• Liaising with product providers
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• Actioning LOAs
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• Maintaining an accurate record of the Client’s financial situation
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The candidate:

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• IFA/ financial planning administration experience (essential)
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• Experience of using Intelligent Office (desirable)
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• Knowledge of provider platforms
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• Highly organised
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What’s on offer:

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• Starting basic salary of up to £36,000 + bonus
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• Home working
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• Free parking
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• 25 days holiday
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• Full study support inclusive of training courses
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• Structured career progression
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• DIS
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