My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
Antony James Recruitment Ltd are delighted to be working with an established group in recruiting a Business Administrator.
You will be responsible for overseeing various aspects of the business operations, including sales, finance, processing, reporting, and general administration.
Main Duties
Managing sales orders, coordinating with sales teams, and ensuring efficient order processing and fulfilment.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
£24,000 per year salary; About us
More2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since it's launch in 2008.
NJR Recruitment are currently working with a credible firm of Independent Financial Advisers whose sole focus is saving clients!
It is a passion that is shared by everyone who works for us.
They save them and their families from the financial impacts of poor decisions, no decisions, or the wrong financial advice they have received in the past.
THE COMPANY: We are currently working with a fantastic business, based in Accrington, who are looking to recruit an experienced Administrator to join their team.
This is a great opportunity to join a well-established wholesaler, who were founded over 30 years ago and continue to grow year-on-year.