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IFA Administrator / Home Based

  • Permanent
  • Leeds, West Yorkshire, England
  • £25000

IFA Administrator / Home Based

An outstanding opportunity for a IFA Administrator to join a leading Financial Service provider, working on a Remote / Home based basis. With a starting salary of up to £25,000, + Training support (up to 50%) towards your Level 4.

You’ll be supporting Advisers with research (both Whole of Market and Restricted) and simple report writing. Corresponding with investment companies and providers to obtain the necessary information and documentation as required.

- Client –

You’ll be joining a leading Financial Services company based in Leeds that’s been established for over 5 years and employ over 50 staff, with a starting package of up to £25,000 + Training Support.

Required skills:

Previous experience as an IFA Administrator / Junior Paraplanner or similar.

Experience in utilising back-office systems to ensure client records are up to date and accurate.

Experience preparing simple Suitability Reports (such as Fund Switches and Withdrawals)  

Salary:

Up to £25,000 + Benefits + Training Support towards your Level 4.

Location:

Ideally based in Leeds, York, Huddersfield, or Nottingham

To Apply:

Please send your CV to Matt Sylvester at CV Screen in strict confidence or call Matt on 01494541877 for more details. CV Screen is the Recruitment Agency managing this vacancy.

CV Screen Ltd acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the Privacy Policy which can be found on the CV Screen website. www.cvscreen.co.uk

Matt Sylvester