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Senior IFA Administrator

Senior IFA Administrator

NJR RecruitmentUnited Kingdom
17 days ago
Job type
  • Full-time
Job description

Senior IFA Administrator

Leeds

30,000 - £35,000

NJR are currently working with a privately owned Independent Financial Advisory Firm, who are now seeking a pro-active, experienced IFA Administrator to join their already well established team.

Offering hybrid working, this role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments. Our client offesr a fantastic training and development programme, and will therefore fully support those wishing to develop with examinations.

What's in it for you?

  • 25 days holiday plus bank holidays
  • Hybrid working - 2 days in the office
  • Bonus structure
  • Study support and future development
  • Private Medical Insurance
  • Company Pension
  • Death in Service
  • Late start and early finish on 'office days'

Duties will include :

  • Processing new business
  • Producing Valuations and Illustrations
  • Conducting product research
  • Dealing with client queries
  • Attending client meetings with Advisers where needed
  • Liaising with product providers
  • Assisting advisers in the creation of client financial reports / letters
  • Manage, organise and update relevant data using database applications.

    • What do we need from you?

  • Previous experience working as an IFA Administrator is essential
  • Strong knowledge of a range of pensions, investments and other financial products
  • Those with experience with IO or FE Analtyics would be of most interest
  • Must be available to occasionally travel to London for client meetings
  • Good attention to detail and general communication skills

    • If you are ready for the next step in your financial planning career, then please apply today or for further information please contact one of our specialist consultants quoting REF : NJR15848 #J-18808-Ljbffr

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    Senior Administrator • United Kingdom