IFA Administrator: Client & Pensions Support

Bond Recruitment Ltd; Huddersfield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory firm in Huddersfield is seeking an IFA Administrator. The successful candidate will manage client queries regarding pensions and investments, prepare review packs, and maintain accurate client records. Ideal candidates will have excellent communication skills, experience in financial advice, and proficiency in IT tools like Word and Excel. This position requires a reliable, motivated individual who can cope with changing workloads in a professional environment.

Qualifications

• Experience working in a Financial Advice firm is advantageous.
• Role requires a reliable individual with ability to manage workloads.
• Outstanding communication skills at all levels.

Responsibilities

• Act as point of contact for client queries regarding pensions and investments.
• Prepare client review packs and handle illustration requests.
• Maintain client records on the company software.

Skills

Communication skills

Analytical skills

Teamwork

IT proficiency

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading financial advisory firm in Huddersfield is seeking an IFA Administrator. The successful candidate will manage client queries regarding pensions and investments, prepare review packs, and maintain accurate client records. Ideal candidates will have excellent communication skills, experience in financial advice, and proficiency in IT tools like Word and Excel. This position requires a reliable, motivated individual who can cope with changing workloads in a professional environment.