IFA Administrator
other jobs Reward Recruitment
Added before 6 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
IFA Administrator
Leeds
£30,000 to £35,000 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:
*Liaising with policy providers.
*Updating and maintaining client records.
*Processing new business applications.
*Fund switches.
*income and withdrawal requests and monitoring the process through to completion.
*Providing dedicated support to one or more Financial Planner(s).
*Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
*Any other duties as may reasonably be required by your Line Manager/Director.
For further information please send your CV to Stuart at Reward Recruitment or contact him directly.
Leeds
£30,000 to £35,000 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:
*Liaising with policy providers.
*Updating and maintaining client records.
*Processing new business applications.
*Fund switches.
*income and withdrawal requests and monitoring the process through to completion.
*Providing dedicated support to one or more Financial Planner(s).
*Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
*Any other duties as may reasonably be required by your Line Manager/Director.
For further information please send your CV to Stuart at Reward Recruitment or contact him directly.
Job number 3630287
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Company Details:
Reward Recruitment
Founded in 1995, Reed.co.uk was the first recruitment website offered by a recruitment agency in the UK.
Since then, Reed.co.uk has grown to become o...