IFA Administrator
other jobs NJR Recruitment
Added before 6 Days
- England,East Midlands,Derbyshire,Chesterfield
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
Full job descriptionIFA Administrator
Chesterfield
£28,000 - £32,000
NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team.
This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services.
The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service.
The Role
*Providing full administrative support to Financial Advisers
*Processing new business across pensions, investments and protection
*Preparing client review and meeting packs
*Obtaining valuations, illustrations and policy information
*Managing Letters of Authority and liaising with providers
*Processing applications and monitoring cases through to completion
*Maintaining accurate client records and updating CRM systems
*Liaising with clients, providers and third parties
*Supporting ongoing client servicing and annual review processes
*Ensuring all administration is completed accurately and within agreed timescales
*Working in line with FCA regulations and internal procedures
About You
*Previous IFA / Financial Planning Administration experience is essential
*Good understanding of pensions, investments and protection
*Excellent attention to detail and organisational skills
*Strong written and verbal communication skills
*Professional and confident when dealing with clients and providers
*Able to manage multiple priorities and work to deadlines
*Good IT and Microsoft Office skills
*A proactive and team-focused approach
*Experience with Intelliflo or other financial planning back-office systems would be advantageous.
What’s on Offer?
*Competitive salary depending on experience
*Professional and supportive working environment
*Opportunity to work within an established IFA practice
*Varied client administration
*Long-term career development opportunities
*Ongoing training and support
This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area.
For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Chesterfield
£28,000 - £32,000
NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team.
This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services.
The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service.
The Role
*Providing full administrative support to Financial Advisers
*Processing new business across pensions, investments and protection
*Preparing client review and meeting packs
*Obtaining valuations, illustrations and policy information
*Managing Letters of Authority and liaising with providers
*Processing applications and monitoring cases through to completion
*Maintaining accurate client records and updating CRM systems
*Liaising with clients, providers and third parties
*Supporting ongoing client servicing and annual review processes
*Ensuring all administration is completed accurately and within agreed timescales
*Working in line with FCA regulations and internal procedures
About You
*Previous IFA / Financial Planning Administration experience is essential
*Good understanding of pensions, investments and protection
*Excellent attention to detail and organisational skills
*Strong written and verbal communication skills
*Professional and confident when dealing with clients and providers
*Able to manage multiple priorities and work to deadlines
*Good IT and Microsoft Office skills
*A proactive and team-focused approach
*Experience with Intelliflo or other financial planning back-office systems would be advantageous.
What’s on Offer?
*Competitive salary depending on experience
*Professional and supportive working environment
*Opportunity to work within an established IFA practice
*Varied client administration
*Long-term career development opportunities
*Ongoing training and support
This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area.
For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Job number 4039244
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Company Details:
NJR Recruitment
Company size: 5–9 employees
Industry: Financial Services
We offer a unique and professional boutique recruitment service based in Manchester. With great experience and an in depth knowledge of specialist pro...