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Permanent

IFA Administrator

Leicester
money-bag 10000-500000 Annual
2950637126
Posted 2 weeks ago

IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our 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 duties: 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 Providing an effec

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