Job Description
IFA Administrator
Wetherby
£28,000 - £35,000
NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business.
Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities will include:
- Diary Management
- Liaising with clients, providers and 3rd parties
- Processing new business
- Creating meeting packs
- Drafting and sending letters
- Obtaining valuations and illustrations
- General office admin
What's in it for you?
- Salary range: up to £35k depending on experience
- Hybrid working once established
- Discretionary bonus
- 8% employer pension contribution
- 25 days holiday + Bank Holidays
- Private medical insurance
- Death in service cover
- Excellent progression and development
- Free onsite parking
What do we need from you?
- Previous experience doing a similar role, preferably within an Independent Financial Services environment.
- Experience working with intelligent office would be ideal
- Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions
- Those working towards the CII Level 4 Diploma would be of most interest
- Solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16172
