Wakefield
IFA Administrator
up to £25,000
Wakefield
Responsibilities:
· Process new client applications and ensure all necessary paperwork is completed accurately and in accordance with FCA regulations.
· Maintain accurate and up-to-date client records
· Liaise with third party providers to gather plan information.
· Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
· Liaise with clients to gather information and complete account administration tasks.
Requirements
· Possess a minimum of 2 years’ experience in a similar role
· Have a strong understanding of financial services regulations (FCA).
· Are proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software programs.
· Possess excellent organisational and time management skills, with the ability to prioritise workload effectively.
Benefits
· Discretionary bonus scheme
· Pension scheme
· Opportunity for professional development within a growing financial services company.
· Supportive and collaborative work environment.
· The chance to make a real difference by connecting clients with the financial advice they need.