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Trainee IFA Administrator

Trainee IFA Administrator

Reward Recruitment

Posted 24 days ago, valid for 13 days

Wakefield, West Yorkshire WF2 8TY

£18,000 - £25,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Position: Trainee IFA Administrator
Location: Wakefield, Leeds
Salary: £20,000 to £25,000, plus benefits (subject to experience)
Experience Required: Entry-level position, no specific years of experience required
Responsibilities: General administration, record-keeping, updating systems, client communication, and assisting advisers

Trainee IFA Administrator

Wakefield, Leeds

£20,000 to £25,000, plus benefits (subject to experience)

Our client is an established Financial Planning practice based in Wakefield, who are looking to recruit a trainee IFA Administrator to join their expanding team, with excellent training provided and progression opportunities within the company.

Day to day responsibilities:

General administration and upkeep of company records
Updating the back-office system
Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases.
Assisting advisers in preparation of new business packs for meetings.
Fee and commission reconciliation.
Developing good communication with individual clients to provide personal service and cultivate potential additional business.

How to Apply:

Please send your CV immediately or contact Stuart on 0 7 747 782934.

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Trainee IFA Administrator

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