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IFA Administrator
  • United Kingdom - West Yorkshire - Leeds - LS17
2 years ago
£25000 - £27000 Per year
Administrator
Permanent,Full-time
Job Description

This role offers the successful candidate fantastic opportunities for career development in line with training and achievement of qualifications within this growing business.

Roles and Responsibilities:

The role of involves providing a level of technical support to consultants, ensuring that all recommendations are accurate and provide ‘best advice’ for the client.

  • You will act as a ‘second pair of eyes’ for the consultant you will support, identifying items which may affect the advice being given or the internal file review process.
  • You will work to achieve key performance indicators (KPIs) to take responsibility for personal development- a robust academy approach to progression and a wide support network is available to enable you to maintain the technical knowledge required for the performance of this role.
  • Accuracy and timelines are key and whilst there is a team of administrators to assist, the successful candidate will learn how to obtain illustrations, fund fact sheets and all related Compliance documentation, report writing skills a

Benefits:

  • Exciting career opportunities within a growing business.
  • Free car parking on site.
  • Pension.
  • Private medical insurance & life cover.

Benefits:

  • Life insurance
  • On-site parking

Schedule:

  • Day shift
  • Monday to Friday

Work remotely:

  • Yes, always

Required Knowledge, Skills, and Abilities
Highly organized, positive, self-motivated individual with a flexible approach to work. Ability to work to deadlines, follow business processes and procedures, Strong attention to detail and accuracy, Good time management skills. Experience of iO / Intelligent Office is preferred.

Reference no: 20355

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