About

Our Leeds based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their 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 packageSupporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:Processing new business applications across the key financial productsSubmitting transaction & trade requests including fund switches on and off platformObtaining illustrations & product literatureAcquiring client portfolio valuationsPreparation of annual review packs for client meetingsActing as a key point of contact for financial planners & clientsLiaising with product providersActioning LOAsMaintaining an accurate record of the Client’s financial situationThe candidate:IFA/ financial planning administration experience (essential)Experience of using Intelligent Office (desirable)Knowledge of provider platformsHighly organisedWhat’s on offer:Starting basic salary of up to £33,000 bonusHome working26 days holidayFull study support inclusive of training coursesStructured career progressionDISPlease contact submit the latest version of your CV to be considered for this opportunity.