New todayPermanent

IFA Administrator (East Yorkshire/South Yorkshire)

🏢 Next Chapter Financial Planning Limited|📍 Hu10 Kirk Ella East Riding Of Yorkshire
Salary
Not specified
Posted
Today
Closes
16 Nov
Applications
none

About this role

Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull). Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role. Key Responsibilities New Business – Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests…

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Key skills mentioned

ExcelManagementCommunicationHrDegree
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