IFA Administrator

IFA Administrator

Ilkley

£23,000 - £28,000

NJR Recruitment are delighted to once again be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team.

Providing ongoing support to a small team of Financial Advisers this role will include:

Liaising with clients, providers and other 3rd parties

Dealing with the incoming and outgoing post

Processing new applications

Sending LOA information requests and logging these on the back-office system

Preparing meeting packs

Obtaining valuations and illustrations

General office administration

What's in it for you?

25 days holiday plus bank holidays

5 x salary Death in Service cover

Workplace pension scheme

Hybrid Working after probationary period

Free parking

Exam Support

Progression and development

What we need from you?

Previous experience working in a similar role within financial services is essential

Experience in submitting new business/applications on provider sites

Excellent communication skills

Good telephone manner

Friendly and personable

Strong computer skills and those with Intelligent office experience would be of most interest

If you are looking for a new role with a leading local IFA firm, apply today or contact NJR Recruitment for more information quoting NJR14790