IFA / Client Support Administrator

IFA Support Administrator Halifax Salary up to £35k, progression routes available and competitive Benefits.

Are you looking for an opportunity to progress your career within the Financial Services industry?

Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Halifax area?

This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.

Job Summary:

• You will be responsible for working closely with the advisers and clients
• Liaise with product providers to ensure timely and accurate responses to clients
• Send Letters of Authority and gather accurate information
• Obtain illustrations and application forms
• Production of portfolio valuations
• Provide a friendly and professional point of contact for clients and enquiries

Qualifications and Experience: -

• Minimum 1 year experience in financial services administration
• Salary range up to £35k depending upon experience
• Pension and death in service benefits
• 25 days holiday (+ Bank Holidays) per annum
• Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN