(Snr) IFA Administrator

(Snr) IFA Administrator

Leeds

£30,000 to £38,000 plus benefits and bonus

Our client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients. They currently have opportunities available for either experienced or new to the industry IFA Administrators. Duties will include:

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• Liaising with policy providers.
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• Updating and maintaining client records.
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• Processing new business applications.
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• Fund switches.
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• income and withdrawal requests and monitoring the process through to completion.
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• Providing dedicated support to one or more Financial Planner(s).
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• Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
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• Any other duties as may reasonably be required by your Line Manager/Director.
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For further information please send your CV to Stuart at Reward Recruitment or contact him directly.