IFA Administrator

The Company: A genuinely independent IFA business based in North Leeds providing pension, investment and protection advice to both individual and business clients. They are now looking to bring in a proactive Financial Planning Administrator to join their existing administration team; an opportunity best suited to someone with previous Financial Services administration experience who is looking to develop their career within a smaller, supportive, family-feel IFA environment. Office Location: Ilkley Working Setup: Hybrid - 3-days office and 2-days WFH Hours: Full-time or part-time hours considered Package: £28-30k base DOE + full company benefits: Key Benefits: Workplace pension scheme, 5x salary Death in Service cover, free parking and full exam support towards professional qualifications if desired Holidays: 25-days + 8 bank holidays The Role: A varied Financial Planning Administration role supporting the wider administration team and manager, whilst providing day-to-day support across the wider business. The remit will cover new business processing, client servicing, documentation and general office administration, with key accountabilities including: Process new business across pensions, investments, protection and wider product areas Process fund switches and other existing business transactions Assist with servicing existing clients and responding to general enquiries Prepare documentation for client meetings, including valuations and reports Process fees ..... full job details .....