(Snr) IFA Administrator
(Snr) IFA AdministratorLeeds £30,000 to £38,000 plus benefits and bonusOur client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients. They currently have opportunities available for either experienced or new to the industry IFA Administrators. Duties will include:Liaising with policy providers.Updating and maintaining client records.Processing new business applications.Fund switches.income and withdrawal requests and monitoring the process through to completion.Providing dedicated support to one or more Financial Planner(s).Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.Any other duties as may reasonably be required by your Line Manager/Director.For further information please send your CV to Stuart at Reward Recruitment or contact him directly. ..... full job details .....
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