IFA Administrator
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
York
£24,000 £27,000
NJR Recruitment are pleased to be working with a well established Financial Services Practice, who are now seeking an ambitious and experienced Financial Planning Administrator to join their team on a full time basis.
Whats in it for you?
Generous Bonus Schemes
Hybrid Working
Flexible Hours
Free Parking
Healthcare Scheme
Half Price Gym Membership
Pension
Study Support
Career Development
This role will work directly for a small team of senior Financial Planners who advise clients on all aspects of pensions, investment and protection products. Providing direct administration support the role will be varied, fast paced and demanding so we are looking for someone that is organised and not afraid to get stuck in!
Duties will include:
Processing new business applications
Creating Client Valuations & Illustrations
Chasing Letters of Authority
Liaising with Product Providers & third parties
Preparing pre-meeting documentation for the Adviser
Diary management
Speaking to clients
What do we need from you
Previous experience working in financial planning is essential
A good knowledge of pensions, investments and other financial planning products
Ideally experience with Intelligent Office (IO)
Candidates applying ideally will have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the financial services industry works and be keen to develop your skills and progress a career within Financial Planning.
Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
For more information please contact one of our consultants quoting REF: NJR15417
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