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IFA Administrator

  • Salary: £23000 - £25000 per annum + benefits
  • Location: Huddersfield, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Jan 2018
  • Job reference: 29718

An established independently owned successful chartered financial planning practice are currently looking for an IFA Administrator to join their team primarily working on investments, pensions, trusts and protection supporting a number of Independent Financial Advisers within the company. The vacancy has been released due to staff progression within the business.

The individual will be responsible for a bank of clients contacting the clients in the appropriate manor to assist on day to day financial planning administration. The individual must have worked with a financial planning environment previously and have dealt with discretionary fund management, SIPP pension administration, ISA's and protection cases.

The individual must have attention to detail and be able to communicate strongly within the team as well as to the Advisers, external parties such as providers as well as the key individual the client. The individual must be aware of FCA guidelines regarding financial planning.

In reward you will gain a competitive salary of up to £25,000 per annum, a strong employee benefits package which is above the market average as well as the scope to progress within the ever expanding business as well as gaining professional qualifications offered by the CII.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: