IFA Administrator
Leeds
£24,000 - £29,000
NJR Recruitment is currently working with a well known regional Chartered IFA practice that specialise in providing high quality personal advice on many aspects. Due to their ongoing growth they are now looking to appoint an experienced IFA Administrator to join their practice.
The role is to work with the existing administration and the technical teams to support a small number of financial planners who advise on Whole of Market products. It will involve working with high net worth individuals and corporate clients on areas including pension, investment and protection planning.
What's in It for you?
- Genuinely competitive basic salary
- Hybrid working
- A fantastic opportunity for career progression and full support with professional qualifications
- 25 days annual leave (plus bank holidays) increasing with service plus additional Christmas shutdown
- Company pension scheme
- Discretionary Bonus scheme
- A supportive, nurturing working environment
- A team culture - you'll never feel isolated
- Free parking
Responsibilities:
- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firms standards.
- Send letters of authority and gather accurate information
- Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
- Maintaining client records
- Processing of commissions
- Adhoc projects and administrative tasks as and when necessary
Requirements
- Working towards Financial Planning Diploma is desirable
- Previous experience within an IFA firm
- Excellent interpersonal skills and telephone manner
- Excellent organisation, time management and prioritising skills
- The ability to work well within a team environment and to build effective working relationship
- Experience of provider platforms and back office systems (ideally Intelliflo) would also be of benefit
In return our client offers a competitive salary and will fully support the applicant through exams so that they attain qualifications to Diploma Level and beyond to Chartered status.
For further information please contact one of our specialist consultants quoting REF: NJR14961