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CB3 Associates Ltd
Wakefield
The Company : A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. Office Location: Wakefield Hybrid/Home Working: No - 100% office-based Package: £23-25k base + annual bonus and full company benefits: 25 days holiday + stats, 5% pension, 2
Job Source: CB3 Associates LtdCB3 Associates Ltd
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Job Source: CB3 Associates LtdCB3 Associates Ltd
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Senior IFA Administrator
£25,000 to £28,000 salary
We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided.
As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team.
Core tasks
Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
Set up client file and ensure any relevant checklist is completed accurately.
Preparing New Client meeting packs
Issuing Engagement Letters.
Upload documentation to back office system
Produce valuations
Prepare New Business packs for presentation meeting, including illustrations.
Servicing existing & new business queries.
Maintain effective communications with the client.
Oversee administration and processing to completion.
Issue policy documents and confirmation letter.
Make appointments as required.
In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Financial Services Administrator - Leeds jobs in Leeds
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