Careers
at Cowgills

An exciting opportunity has arisen for an experienced IFA Support Administrator to join our Wealth Management team in Ilkley.

The position is on a full-time, permanent basis. The successful candidate will support the advisers in the provision of financial planning advice to clients both private and corporate.

Key responsibilities

  • Responsible for the input of fact find information and documentation onto the back office system
  • Managing the preparation of business packs for client meetings
  • Responsible for the production of client review information
  • Ensuring all clients records are up to date
  • Maintaining professional and ethical standards in accordance with FCA conduct rules.

Skills required

  • Minimum of 2 years practical experience and knowledge of an IFA environment
  • Experience of an office admin support role
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive and energy
  • Motivate by working in a fast paced environment
  • Organised and able to prioritise
  • Previous experience of the Standard Life and Aviva platforms are of benefit
  • Educated to GCSE level or equivalent with grade C or above in Maths and English.

Benefits

  • 35 hour working week
  • Non contractual flexible working option
  • Pension scheme
  • Death in service cover
  • 22 days holiday plus bank holidays
  • Regular social events
  • Structured personal development plan
  • Free on-site parking
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Reference Number:

Wealth / 001

Closing Date:

31 March 2020