IFA Administrator, Leeds, competitive salary
We are a fee based professional practice of two Chartered Independent Financial Advisers based at Thorpe Park, Leeds. We provide holistic financial planning advice to HNW private clients and corporate entities.
The continued expansion of the business has created a need for an additional professional administrator to join the team.
- Dealing with all day to day client administration
- Maintaining client files and data
- Obtaining illustrations, valuations and other information, etc.
- Processing and tracking applications and fund switches
- Processing information onto Standard Life Wrap
- Liaising with clients and providers
- Operating within the compliance and corporate standards of the business
We are a busy practice specifically looking for someone with a strong IFA support background, ideally with experience of working on the Standard Life Wrap and Intelligent Office however this is not essential.
Part or full FPC 1, 2 & 3 or CF1-5 would be an advantage
Please get in touch with Peter Blinkhorn at email@example.com or telephone direct on 0113 2044214.