IFA Administrator
other jobs NJR Recruitment
Added before 2 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £27,000 - £32,000 per annum
Job Description:
IFA Administrator
Leeds
£27,000 - £32,000
Are you an experienced Financial Planning Administrator looking to join a forward-thinking, values-driven wealth management firm in Leeds?
NJR Recruitment is supporting a well-established and growing independent financial planning practice as they look to appoint a dedicated Administrator to support their busy team of Advisers and Paraplanners. This role presents a fantastic opportunity to be part of a dynamic business at an exciting time of growth and transformation.
About the Role:
*You will play a key role in supporting the advice team, ensuring clients receive a consistently high level of service. Duties will include:
*Providing administrative support to Advisers, Directors and Paraplanners
*Acting as a friendly and professional first point of contact for clients
*Preparing documentation for client meetings and processing new business
*Handling provider communications and client queries
*Creating portfolio valuations and annual review packs
*Maintaining accurate records using the back-office system (Curo experience desirable)
About You:
*Experienced in financial planning administration (minimum 2 years)
*Organised, proactive and a confident communicator
*Knowledgeable in a range of financial services products
*Passionate about delivering excellent client service
*Keen to develop and progress within a growing team
The Package:
*Competitive salary up to £32,000 (depending on experience)
*Hybrid working after a probationary period
*25 days holiday + bank holidays
*Generous pension
*Life assurance
*Annual discretionary bonus
*Ongoing professional development and career progression
If you’re ready to take the next step in your financial services career and want to be part of a collaborative and values-led environment, we’d love to hear from you.
To apply or learn more, contact the NJR Recruitment team today quoting REF: NJR16451
Leeds
£27,000 - £32,000
Are you an experienced Financial Planning Administrator looking to join a forward-thinking, values-driven wealth management firm in Leeds?
NJR Recruitment is supporting a well-established and growing independent financial planning practice as they look to appoint a dedicated Administrator to support their busy team of Advisers and Paraplanners. This role presents a fantastic opportunity to be part of a dynamic business at an exciting time of growth and transformation.
About the Role:
*You will play a key role in supporting the advice team, ensuring clients receive a consistently high level of service. Duties will include:
*Providing administrative support to Advisers, Directors and Paraplanners
*Acting as a friendly and professional first point of contact for clients
*Preparing documentation for client meetings and processing new business
*Handling provider communications and client queries
*Creating portfolio valuations and annual review packs
*Maintaining accurate records using the back-office system (Curo experience desirable)
About You:
*Experienced in financial planning administration (minimum 2 years)
*Organised, proactive and a confident communicator
*Knowledgeable in a range of financial services products
*Passionate about delivering excellent client service
*Keen to develop and progress within a growing team
The Package:
*Competitive salary up to £32,000 (depending on experience)
*Hybrid working after a probationary period
*25 days holiday + bank holidays
*Generous pension
*Life assurance
*Annual discretionary bonus
*Ongoing professional development and career progression
If you’re ready to take the next step in your financial services career and want to be part of a collaborative and values-led environment, we’d love to hear from you.
To apply or learn more, contact the NJR Recruitment team today quoting REF: NJR16451
Job number 3418587
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
NJR Recruitment
If you’re looking for someone to handle all your recruitment needs, or indeed you are looking to make your next career move, help is at hand. Yo...