(Snr) IFA Administrator

(Snr) IFA Administrator

Leeds

£30,000 to £38,000 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.