IFA Administrator
Location | Stamford
Salary up to £27,000
3x Death in service
Private Health Care
Exam support - £500 for each passed exam!!
NJR are currently representing a well-established Financial Planning practice known for providing bespoke Solutions to a growing Client bank of High Net Worth individuals. As a result of their continued growth, they are now seeking a technically minded IFA Administrator to join their team. Our Client offers a vibrant working culture and work very much as a team. They are also supportive of working towards Industry exams and encourage development, and therefore the successful Candidate will have a short-term opportunity to progress sin to a Trainee Paraplanner.
Responsibilities & Accountabilities:
* To determine and deliver the most appropriate solutions and providers
* Collating information from existing pension/investment portfolios
* Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
* Working through adviser fact finds and supporting material
* Construct Suitability Reports for advisers
* Create cash flow (retirement income) reports for advisers
* Provide all support material for client recommendation including illustrations and application documents
* Provide technical support to the adviser
* Preparation of annual...