Our client, a prestigious financial planning firm in York are looking to appoint an IFA Administrator to join their experienced 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 offer:

Starting basic salary of up to £30,000 + bonus
Home working
25 days holiday
Full study support inclusive of training courses
Structured career progression
DIS

Please contact submit the latest version of your CV to be considered for this opportunity.