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Financial Services Administrator for an IFA practice

Location: Horsforth, Leeds | Ref: 112017AH

Overview: Financial Services Administrator to two Advisers in a busy, friendly IFA practice based in Horsforth, Leeds.
Job Type: Employed Full-Time
Salary: Competitive - depending on experience
Tag: Other

Responsible for managing the day-to-day administration duties covering all pre and post-sale enquiries, duties to include but not restricted to:

  • New business processing – online processing and by post for all life and pension business;
  • Switching – online and by post;
  • Dealing with telephone enquiries with clients/providers;
  • Administration tasks such as filing/scanning/faxing;
  • Client schedules, including valuating portfolios;
  • Although working across all investment and retirement products, a strong technical background would be useful;
  • A working knowledge of insurance company websites for processing online business and obtaining information;
  • The job involves extensive use of Word/Excel and IFAs' back-office systems;
  • Experience in working for an IFA practice;
  • The candidate must be able to work independently as well as part of a team;
  • Able to cope with pressure and meeting tight deadlines;
  • Financial professional qualifications are desirable but not essential;
  • Knowledge and experience of working in financial services;
  • Committed attitude to new challenges are important for this role.

Working in a small office, a sense of humour and the ability to adapt to the many challenges of a busy environment is a must.

If you are interested in this role or any others that we have available, please email hazel.waite@tenetgroup.co.uk (please attach your CV) quoting our reference number.


Send us your CV

If you are interested in this role or any of our financial, mortgage or protection adviser jobs, please send your CV to Hazel Waite.

For further information regarding this or any of our other vacancies call Hazel Waite on 0113 239 5312.

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