IFA ADMINISTRATOR
LOCATION | Bridgend
SALARY | Up to 30,000
30 Days Holidays + Bank Holidays
9% Pension Contribution
Two days WFH - Flexible working hours
NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in Bridgend. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.
Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills.
Daily duties will be varied consisting of;
o Processing new business applications - Pensions & Investments
o Creating Client Illustrations & Valuations
o Use of Provider Platforms
o Liaising with very HNW Clients and Sports professionals
o Diary management and organising Consultants diaries
This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.
REF: NJR16849
IFA ADMINISTRATOR in Bridgend employer: NJR Recruitment Careers
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