Help the refugees

If you move around the world by choice, consider helping those forced from their homes by conflict. Donate to the UN Refugee Agency today.

Back

IFA Administrator/Trainee Paraplanner Huddersfield c25k

Visit website

Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for an IFAAdministrator to join their Huddersfield office, we are looking for an experienced Financial Services Administrator who is potentially looking to develop into a paraplanning role in the medium term. The key responsibilities • Assisting with the production of Reason Why Letters • Product and fund research • Processing new business • Dealing with ad hoc requests • Putting together review packs • Processing portfolio re-balances • Diary management • Dealing with clients by email and phone Experience Required • Financial Services Administration • Qualifications in financial services desirable but not essential. • Intelligent Office, Volume Finance and Financial Analytics knowledge desirable • Word and Excel skills • Consideration could be given to a new graduate who has done a Financial Services degree, with life, pension and investment product knowledge. This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST have IFA FINANCIAL SERVICES ADMINISTRATION EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following; • Financial Planning Administrator • Life and Pensions Administrator • Financial Services Administrator • IFA Sales Support Administrator If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide – Please feel free to contact us direct should you wish to discuss any further vacancies

Apply now