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Ifa Administrator

Location: HARROGATE, NORTH YORKSHIRE, UNITED KINGDOM Salary: 22,000-25,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: about 1 month ago Reference: X3-440889

ROLE: IFA Administrator

SALARY: Up to £25,000

LOCATION: Harrogate

PERMANENT CONTRACT

FULL TIME HOURS - 35 per week.

HAVE YOU GOT A STRONG ADMINISTRATIVE BACKGROUND? OR HAVE YOU GOT EXPERIENCE OF WORKING WITHIN THE FINANCIAL SERVICES SECTOR??

REED Harrogate are recruiting for our client who is a nationwide wealth management advisory brand based in Harrogate. They are looking for a dedicated and experienced administrator to join their Client Services Team.

Key Tasks:

• Prepare documentation for client appointments / meetings

• Undertake office duties, such as filing, post, stock and order systems, minute taking

• Completion of client reports

• Send prepared investment information / reports to clients

• Respond to client administrative inquiries, face to face, through telecommunications or letter

• Develop processes to support paraplanners and Financial advisors

• Maintain the integrity of ‘ Model Office’ processes and databases

• Liaise with providers with necessary and communicate outcomes

• Assist with the retention and development of client relationships

• Assist in the identification and development of new clients

• Evidence CPD

 

 

The client does pride themselves on their treatment of their customers but also for their employees.

Salary is up to £25,000

On-site car parking

35 hours per week

Pension Contribution

If this is of interest then do not hesitate to apply!

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