NJR Recruitment are currently working with a very well established and highly successful Wealth Management practice, who have a strong presence in the market. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Whats in it for you? A Supportive environment for continual learning. All qualification and training costs are met. Pensions contributions Life Insurance Online GP Key Responsibilities : Processing authority letters, and gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required The successful candidate will have at least 2 years in administration within the financial services sector, as well as experience in processing authority letters and gathering data about clients, investsments, pensions and life assurance policies. You must be a good communicator, a team player and able to prioritise your workload. You will also have an sound understanding of financial transactions including those related to investments, insurance policies, sales, fund switches and withdrawals. If you feel like this role might be the role for you then please apply only or for further information please speak to one of our specialist consultants quoting refence NJR15221