My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Specifically you''ll be responsible for: Work closely with IFA and Paraplanner to deliver quality suitability reports to clientsTo understand client needs and objectives based on the information provided by the Paraplanner and IFATo prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendationsTo regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadlineTo provide the IFA with fund switch reports and GIA to ISA reports.Ensuring that all files are fully compliant and finished.Dealing/replying to all remedials within prompt timescales.Input and maintain quality records on our client practice management system, Intelligent OfficeEnsure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders.Managing client queries, working alongside the Administrator to ensure client interaction is seamless.Cover for Administrator when not in the office. ..... full job details .....