IFA Administrator

Recruiter
NJR Recruitment
Location
York
Salary
£15,000 - £19,999
Posted
22 Sep 2019
Closes
28 Sep 2019
Ref
1251756438
Category
Accounting
Contract Type
Permanent
Hours
Full Time
IFA Administrator

York

£18,000 - £21,000 + Bonus

Our client is a well established Financial Services Practice, who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a full time basis.

This role will work directly for a firm of 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 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

Benefits include:

Bonus Scheme

Flexible hours

Free Parking

Healthcare scheme

Half Price Gym Membership

Pension

Study Support

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: NJR9504

More searches like this