IFA ADMINISTRATOR - Chartered Practice

IFA ADMINISTRATOR - Chartered Practice

SALARY; 25,000 + Structured Career Path & Exam Support

LOCATION : Stockport

NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a newly renovated and state of the Art building where then will continue with their exciting growth plans. A new opportunity is now available for an additional Administrator to join their professional support team.

Working under two Directors who are both Fellows, have Chartered Status and MBA's, it is quite clear to see that as a business they are massive ambassadors of self-development, and really value education. Advising High Net Worth Individuals on all aspects of Investments and complex matters relating to Bonds, Hedge Funds, Unit Trusts, IHT Planning, SIPP's & ISA's, the successful Candidate will offer first class Administrative support to the Directors / Financial Advisers.

Duties will consist of;

" Produce client valuations

" Process both on-line and paper based new business applications

" Record details of new business and fees

" Tying of reports & letters

" Obtain and store quotations

" Produce analysis

" Create Client Valuations and uploading documents to Provider Platforms

Those offering use of WRAP Platforms: Cofunds, and AJ Bell InvestCentre are also of strong interest along with use of Back Office System; Intelligent Office are advantageous however this is not essential. Our Client is looking for someone who is ambitious and committed to developing with the buoyant Financial Planning. You will have a professional and outgoing personality with the ability to be able to form part of a close knit and growing team.

NJR 14796