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IFA/Corporate Administrator
Harrogate
£30,000 to £32,000 plus benefits
Our client is an expanding IFA firm who practice in promoting and provide a high-quality service to new, existing individuals and group corporate clients. The role will require the successful candidate to work closely with and to support managers, fellow administrators, paraplanners and consultants in their work. A fundamental part of the role will be to liaise with colleagues, clients and professional contacts.
Duties:
- Liaising with policy providers.
- Updating and maintaining client records.
- Processing new business applications.
- Fund switches.
- income and withdrawal requests and monitoring the process through to completion.
- Providing dedicated support to one or more Financial Planner(s).
- Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
- Any other duties as may reasonably be required by your Line Manager/Director.
For further information please send your CV to Stuart at Reward Recruitment or contact him directly on 0 7 7 4 7 7 8 2 9 3 4.
