IFA Administrator
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.
What’s 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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