Our Bolton 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: Processing new business applications across the key financial products Submitting transaction trade requests including fund switches on and off platform Obtaining illustrations product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client’s financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What’s on o...
IFA Administrator employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
