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Focus Search and Selection
Barnsley
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide tec
Job Source: Focus Search and SelectionReward Recruitment
Wakefield
IFA Administrator Wakefield, Leeds c. £30,000, plus benefits Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future. Day to day responsibilities: General admi
Job Source: Reward RecruitmentMI Search Ltd
Rotherham
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdLime People Search & Select Ltd
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My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing
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IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide tec
Job Source: Focus Search and SelectionFocus Search and Selection
Doncaster
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide tec
Job Source: Focus Search and SelectionGibson Hollyhomes
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Payroll Administrator Rotherham - S63 £25,000 - £28,000 My client are an international business who are looking for a Payroll Administrator to join the team at their site in Rotherham. This is a brilliant opportunity for candidates to join a well-established business with long-term opportunities. The ideal candidate must have previous experience wo
Job Source: Gibson HollyhomesLogistic People
Rotherham
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Job Source: Logistic PeopleRotherham
IFA Administrator
£22,000 to £26,000 salary
We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided.
As an 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 £22,000 to £26,000, 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.
IFA Administrator - Rotherham jobs in Rotherham
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