(Snr) IFA Administrator

(Snr) IFA Administrator Leeds £30,000 to £38,000 plus benefits and bonus Our client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients. They currently have opportunities available for either experienced or new to the industry IFA Administrators. Duties will include: • 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.