IFA Adminstrator – ST Resourcing Ltd – Huddersfield

ST Resourcing Ltd

We are delighted to be recruiting for an IFA Administrator in Huddersfield, this wealth management firm are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Planners and Paraplanners. Salary up to £26,000 plus benefits, this is flexible for the right person.Key responsibilities will include* Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA's* Assist the financial planners with pre meetings / pre-contract preparation including research into clients existing arrangements* Assist with both new business application forms, proposals and supporting documentation and activities with existing clients such as fund switches, withdrawals and assignments of polices.* Provide support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.The Ideal Candidate For this exciting opportunity will have /be;* Previous experience within an IFA practice* Experience of multiple sector specific online platforms and back office systems* IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone* Excellent analytical skills with a preference for working in a structured manner

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