Position details
18/11/2024
NJR15356
IFA ADMINISTRATOR
Location
Posted on
Reference
Posted on
Reference
18/11/2024
NJR15356
DESCRIPTION
IFA ADMINISTRATOR
WOLVERHAMPTON
SALARY UP TO £27,000
NJR Recruitment are delighted to be recruiting for one of the UK\'s leading firms of Independent Financial Advisers who are expanding their well-established administration team with another IFA Administrator in the Wolverhampton office. Working in a large team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long-term career in financial planning.
What\'s in it for you?
\" Generous Salary
\" 25 days holiday + bank holidays
\" Full training and development including full study support toward CII Diploma
\" Company Pension
\" Annual bonus programme for all employees
\" Group income protection
\" Long service awards
\" Buy and sell holidays
\" Private medical insurance - including dental and optical cover
\" Childcare vouchers
\" Great central location
Duties will include:
\" Providing ongoing support and working closely with independent financial advisers
\" Liaising with clients, providers and other third parties
\" Process new business
\" Deal with Letters of Authority
\" Obtain valuations and illustrations
\" Assist with any other general admin tasks when necessary
Working for a credible firm of National Financial Planners it is essential that candidates applying for the role should offer experience working in Financial Services preferably from a Provider or ideally an IFA background. It is imperative that those applying have product knowledge across Pensions & Investments.
NJR 15356
WOLVERHAMPTON
SALARY UP TO £27,000
NJR Recruitment are delighted to be recruiting for one of the UK\'s leading firms of Independent Financial Advisers who are expanding their well-established administration team with another IFA Administrator in the Wolverhampton office. Working in a large team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long-term career in financial planning.
What\'s in it for you?
\" Generous Salary
\" 25 days holiday + bank holidays
\" Full training and development including full study support toward CII Diploma
\" Company Pension
\" Annual bonus programme for all employees
\" Group income protection
\" Long service awards
\" Buy and sell holidays
\" Private medical insurance - including dental and optical cover
\" Childcare vouchers
\" Great central location
Duties will include:
\" Providing ongoing support and working closely with independent financial advisers
\" Liaising with clients, providers and other third parties
\" Process new business
\" Deal with Letters of Authority
\" Obtain valuations and illustrations
\" Assist with any other general admin tasks when necessary
Working for a credible firm of National Financial Planners it is essential that candidates applying for the role should offer experience working in Financial Services preferably from a Provider or ideally an IFA background. It is imperative that those applying have product knowledge across Pensions & Investments.
NJR 15356
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