IFA Administrator (Exclusive to Taylor James)

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 package Supporting a team of experienced paraplanners and financial planners, duties and responsibilities will include: Processing new business applications across the key financial products Submitting transaction and trade requests including fund switches on and off platform Obtaining illustrations and product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners and clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client''s financial situation The candidate: IFA/ financial planning administration experience (essential) Experience of using Intelligent Office (desirable) knowledge of provider platforms Highly organised What''s on offer: Starting basic salary of up to £36,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity. ..... full job details .....