IFA Administrator
Ilkley
£23,000 - £28,000
NJR Recruitment are delighted to once again be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team.
Providing ongoing support to a small team of Financial Advisers this role will include:
Liaising with clients, providers and other 3rd parties
Dealing with the incoming and outgoing post
Processing new applications
Sending LOA information requests and logging these on the back-office system
Preparing meeting packs
Obtaining valuations and illustrations
General office administration
What's in it for you?
25 days holiday plus bank holidays
5 x salary Death in Service cover
Workplace pension scheme
Hybrid Working after probationary period
Free parking
Exam Support
Progression and development
What we need from you?
Previous experience working in a similar role within financial services is essential
Experience in submitting new business/applications on provider sites
Excellent communication skills
Good telephone manner
Friendly and personable
Strong computer skills and those with Intelligent office experience would be of most interest
If you are looking for a new role with a leading local IFA firm, apply today or contact NJR Recruitment for more information quoting NJR14790