Job Description

They are one of the leading financial planning companies in the UK and have gone from success to success over the years. They are now ready to expand their adviser support team in Leeds and bring on an additional Senior IFA Administrator.

Duties as a Senior IFA administrator include but are not limited to:

• Supporting Financial Advisers and Paraplanners
• Liaising with product providers and undertaking product research
• Preparing and issuing client reviews
• Processing all new business from cradle to grave
• Undertaking product research

What’s in it for you?

• Salary up to £26,000 dependent on qualifications and experience (higher salary may be negotiated for the right candidate)
• 23 days holiday plus bank holidays (with the option to buy more)
• Generous pension contribution
• Death in service
• Plus an additional benefit scheme

Work remotely:

• Temporarily due to COVID-19

Required Knowledge, Skills, and Abilities

Working towards Level 4 Diploma (desirable). Previous administration experience in a financial planning firm. Excellent communication skills - verbal and written. Ability to priorities your workload.