NJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners.
What's in it for you?
* Genuinely competitive salary
* Annual bonus
* Free parking
* Ongoing training and development
* Study support towards CII Diploma
* Generous holiday allowance with the option to buy/sell days
* Flexible hours
* Company pension
* Private Health Cover
* Loads of social events
This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and other financial product as well as delivery of first class service to Clients and Consultants.
Responsibilities will include
1. Diary management
2. Updating client records on Intelligent Office (IO)
3. Obtaining information from clients and providers
4. Dealing with the post
5. Processing new business