IFA Administrator

IFA Administrator Stockton On Tees £26,000 – £28,000 NJR are delighted to be currently working with an Independent Financial Advisory Firm, who are now seeking a pro-active, experienced IFA Administrator to join their already well experienced team. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions Investments What\’s in it for you Generous basic salary 26 days holiday + Bank Holidays Private Medical Insurance Enhanced company pension Free Parking Death In Service Cover Ongoing training and development Progression opportunities Providing support to a small team of Wealth Planners, other duties will include: Processing new business Using Provider Platforms Producing Valuations and Illustrations Dealing with client queries Arrange meetings / book appointments. Scanning documentation onto IFA specific software (Intelligent Office / Intelliflo) Liaising with product providers / mortgage lenders, as and when necessary. Assisting advisers in the creation of client f…