IFA Administrator

IFA Administrator

York

£24,000 – £27,000

NJR Recruitment are pleased to be working with a well-established Financial Services Practice, who are now seeking an ambitious and experienced Financial Planning Administrator to join their team on a full-time basis.

What’s in it for you?

• Generous Bonus Schemes
• Hybrid Working
• Flexible Hours
• Free Parking
• Healthcare Scheme
• Half Price Gym Membership
• Pension
• Study Support
• Career Development

This role will work directly for a small team of senior 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 will 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
• Diary management
• Speaking to clients

What do we need from you?

• Previous experience working in financial planning is essential
• A good knowledge of pensions, investments, and other financial planning products
• Ideally experience with Intelligent Office (IO)

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: NJR15417

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