Financial Planning Administrator
Huddersfield
£23,000 - £27,000
NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to prepare written advice and provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities include:
- Processing New Business
- Liaising with clients and providers
- Obtaining valuations
- Checking all compliance paperwork is present
- Creating meeting packs ahead of client meetings
- Answering incoming queries
- Provide support to a busy financial planner
What's in it for you?
- 25 days holiday (rising with length of service) plus Bank Holidays,
- Birthday Leave
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare
The successful candidate will need to have proven experience working as a within financial planning administration and have a good knowledge on a range of pensions, investments and other financial products. Ideally, you will have a finance related degree and those working wards Level 4 qualifications will be of most interest. You will have excellent Microsoft and Excel skills solid communication and interpersonal skills.
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR14902
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