Senior IFA Administrator
Harrogate
£27,000 - £35,000 plus benefits
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What’s in it for you?
* Excellent basic salary
* 30 Days Holiday + Bank Holidays
* Close for Christmas
* Hybrid Working
* Excellent Enhanced Pension Scheme
* Death in Service Cover
* Critical Illness Cover
* Income Protection
* Private Medical Insurance
* Full Dental Cover Package
* Free Parking
* Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
* Processing new business applications
* Placing investment trades
* Obtaining bespoke valuations and illustrations
* Liaising with clients, providers and other 3rd parties
* Dealing with Letters of Authority
* Building model portfolios
* Extensive use of Excel spreadsheets
What do we need from you?
1. Pr...