At a Glance
- Tasks: Support Financial Planners by managing diaries and processing new business.
- Company: Join PenLife Associates, a leading financial services firm in York.
- Benefits: Enjoy competitive salary, performance bonuses, and 25 days annual leave.
- Other info: Proactive attitude is essential for success in this dynamic role.
- Why this job: Make a real difference in client service while advancing your career.
- Qualifications: Previous IFA administration experience and strong knowledge of financial products.
The predicted salary is between 30000 - 40000 £ per year.
Pen Life Associates is seeking an experienced Senior Financial Services Administrator in York and North Yorkshire.
In this key role, you'll support Financial Planners by managing diaries, processing new business, and ensuring excellent client service.
The ideal candidate has previous IFA administration experience, strong knowledge of financial products, and a proactive attitude.
Enjoy a competitive salary, performance bonuses, and 25 days annual leave plus bank holidays!
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Senior IFA Admin and Client Services Lead employer: PenLife Associates
At PenLife Associates, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Located in the beautiful region of York and North Yorkshire, we provide our employees with competitive salaries, performance bonuses, and generous annual leave, ensuring a healthy work-life balance while fostering a proactive environment for career development.
