Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leeds
£26000 - £30000 14/08/2024
NJR15110
£26000 - £30000 14/08/2024
NJR15110
DESCRIPTION
IFA Administrator
Leeds
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Offering hybrid working, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
What\'s in it for you?
Genuinely competitive salary
Hybrid Working
Private Healthcare
Subsidised Gym Membership
Death in Service Cover
25 days holiday + Bank Holidays + option to Buy and Sell Holidays
Funded Social Events
Enhanced Sick Pay
Employee Assistance Programme
Providing support to two IFAs, this will be a varied role, but duties will include
Diary management
Prepare client review packs for advisers
Processing new business
Contact and liaise with relevant product providers, clients and third parties.
Conduct product research
What do we need from you?
Previous experience providing support to IFAs and using Intelligent Office is essential
A strong knowledge on a range of pensions and investments
Solid communication skills
Good attention to detail
If you are looking to join a top 100 firm and be an essential part of the advice process, then apply today or contact NJR Recruitment quoting Ref: NJR15110
Leeds
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Offering hybrid working, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
What\'s in it for you?
Genuinely competitive salary
Hybrid Working
Private Healthcare
Subsidised Gym Membership
Death in Service Cover
25 days holiday + Bank Holidays + option to Buy and Sell Holidays
Funded Social Events
Enhanced Sick Pay
Employee Assistance Programme
Providing support to two IFAs, this will be a varied role, but duties will include
Diary management
Prepare client review packs for advisers
Processing new business
Contact and liaise with relevant product providers, clients and third parties.
Conduct product research
What do we need from you?
Previous experience providing support to IFAs and using Intelligent Office is essential
A strong knowledge on a range of pensions and investments
Solid communication skills
Good attention to detail
If you are looking to join a top 100 firm and be an essential part of the advice process, then apply today or contact NJR Recruitment quoting Ref: NJR15110
Apply Now
