Financial Services Administrator/IFA Administrator (ref:17862)

£28,500 Published: October 2, 2019 (22 days ago)
Harewood, Leeds
Job Type


Financial Services Administrator/IFA Administrator, £28,000

Due to growth, a business is recruiting for an experienced IFA Administrator to offer 1-21-1 support for their Advisors.

To be considered you should have experience of working as an IFA



  • Provide administration to 2 whole of market IFA’s
  • Assist with the production of ‘reasons why letters’
  • Product and fund research
  • Processing new business
  • Dealing with ad-hoc requests
  • Putting together review packs
  • Processing portfolio re-balances
  • Diary management
  • Liaising with their clients by email and phone



Hours: 9-5pm Monday to Friday

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