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Permanent

IFA Administrator

Leicester
money-bag 10000-500000 Annual
3085828971
Posted 4 days ago

IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent)23 days holiday allowance, plus public holidaysHoliday scheme allowing for purchase or sale of up to 5 days holiday entitlement per yearPrivate medical scheme following successful completion of 6 months probationHybrid working up to 1 day a week from home in addition to flexible working for appointmentsFunding and support for professional developmentDiscounts on our servicesOur Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions and Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII examinations. Daily you will be responsible for; Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings ..... full job details .....

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