Financial Services Administrator/IFA Administrator (ref:17862)

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

Description

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

 

Duties

  • 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

Apply
 upload file ... Limit reached, delete at least one file below to add more.  






Related Jobs

October 11, 2019
October 9, 2019
October 8, 2019