IFA Administrator

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas.We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You’ll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn’t spoecifically necessary.Additional informationVACANCY DETAILSLocation:HarrogateCLOSING DATESep30APPLY NOW!If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.Vacancy ApplicationWe would love to hear from you! Please fill out this form and we will get in touch with you shortly.Your Name*Your Email*Date of Birth*Where do you live*Application Statement*Please include why you would like to be considered for this ApprenticeshipCompany Registration:Lime People Search & Select Ltd 08062097The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
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