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Permanent

IFA Administrator Financial Services Administrator Wealth Management

Wetherby
money-bag 27000.00-27000.00 Annual
3140177402
Posted Yesterday

IFA Administrator Financial Services Administrator Wealth ManagementIFA Administrator£27,000 - £32,000Near Wetherby, West YorkshireFull Time PermanentAn established Chartered Financial Planning firm is looking to recruit an experienced IFA Administrator to join its growing Client Services team.This is an excellent opportunity for a Financial Services Administrator looking to join a professional, client-focused Wealth Management business offering genuine long-term career development.The RoleProvide full administrative support to Financial Advisers.Process new business across pensions, investments and protection.Liaise with providers, platforms and clients.Prepare review packs and client documentation.Maintain accurate client records and back-office systems.Support advisers throughout the client journey from application through to ongoing servicing.RequirementsPrevious experience as an IFA Administrator, Financial Services Administrator or Wealth Management Administrator is essential.Experience working within an IFA, Financial Planning or Wealth Management firm.Strong knowledge of pensions, investments and financial planning administration.Excellent organisational skills and attention to detail.Experience using Intelligent Office, Xplan or similar back-office systems is advantageous.What''s on Offer£27,000 - £32,000Friendly and supportive team.Genuine long-term career progression.Modern, professional working environment.Opportunity to develop your career within Financial ..... full job details .....

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