Ifa Senior Administrator - Harewood, United Kingdom - Financial Careers Ltd

Financial Careers Ltd
Financial Careers Ltd
Verified Company
Harewood, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

IFA Administrator role
The key aspects of the role are LOA's

  • Gathering information/research
  • Using comparison tools
  • Writing Reason Why letters
  • Processing new business
  • Prepping review packs
  • Writing Review Letters
  • Processing withdrawals/switches/topups
The back-office system is Intelliflo, so experience using this package will be an advantage.


DIS (after 6 months) - 4 times


PMI (after 6 months)


Staff bonus scheme -Discretionary and based on a combination of performance in the role and company profitability. If you are an experienced IFA Administrator and you are looking for a new challenge with an exciting and successful firmthat invests in its staff then please send your CV today.


Holiday entitlement - 25 days
More jobs from Financial Careers Ltd
See all jobs of Financial Careers Ltd