IFA Administrator

Our Harrogate based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: • Processing new business applications across the key financial products • Submitting transaction & trade requests including fund switches on and off platform • Obtaining illustrations & product literature • Acquiring client portfolio valuations • Preparation of annual review packs for client meetings • Acting as a key point of contact for financial planners & clients • Liaising with product providers • Actioning LOAs • Maintaining an accurate record of the Client’s financial situation The candidate: • IFA/ financial planning administration experience (essential) • Experience of using Intelligent Office (desirable) • Knowledge of provider platforms • Highly organised What’s on offer: • Starting basic salary of up to £36,000 + bonus • Home working • Free parking • 25 days holiday • Full study support inclusive of training courses • Structured career progression • DIS