Ifa Administrator Job in LS1, Leeds, West Yorkshire

Ifa Administrator Job in LS1, Leeds, West Yorkshire. Apply for the latest LS1, Leeds, West Yorkshire jobs in Accounting/Financial/Insurance.

Ifa Administrator Job in LS1, Leeds, West Yorkshire

Job Description
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in Leeds.

Key Responsibilities

* Print and pre-complete application forms

* Prepare cost and charges disclosure documents

* Obtain illustrations

* Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails

* Submitting new business and investment trades on behalf of clients

What's on offer?

* Employer pension contribution

* Death in service (4x)

* 24 days paid leave plus bank holidays

* Discretionary bonus

* Exam support and training.

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, Financial Advisor, IFA, Financial Adviser

Job Type: Permanent, Full Time
Location: LS1, Leeds, West Yorkshire
Category: Accounting/Financial/Insurance
City: Leeds
County: West Yorkshire
Country: United Kingdom
Salary: £20000 – £25000/annum
Benefits: