Job Description

We are delighted to be working with a successful Wakefield based company Financial Advisory firm, recruiting for an IFA Administrator.

Duties will include but are not limited to:

• Processing and monitoring of new business applications
• Maintaining and updating client management systems
• Supporting clients, Financial Planners, 3rd parties and all work colleagues
• Processing letters of authority, surrender/encashment requests and general client queries
• General office duties and telephone calls into the office
• Collating and preparing annual valuations
• Dealing with client review documentation

Hours of work, 9am to 5pm Monday to Friday.

Required Knowledge, Skills, and Abilities