Part time IFA Administrator
York
£25,000 - £29,000
NJR Recruitment is pleased to be recruiting for a small but successful Independent Financial Planning firm based in the heart of York who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis.
This role will work directly for the Financial Planners who advise clients on all aspects of Pensions, Investment, Trusts 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 include:
- Processing new business applications
- Diary Management
- Creating Client Valuations & Illustrations
- Dealing with Letters of Authority
- Liaising with Product Providers & third parties
- Preparing pre-meeting documentation for the Adviser
Benefits include:
- 25 Day Holiday + Christmas Shut Down + Bank Holidays
- Bonus Scheme
- Flexible hours
- Free Parking
- Enhanced Pension
- Healthcare scheme
- Half Price Gym Membership
- Enhanced Sick Pay
- Study Support
Candidates applying will need to 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.
If you are looking for your next step in Wealth Management and want to join a small team that can offer excellent progression, then contact NJR Recruitment for more information quoting NJR15119
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