IFA Administrator

Posted 16 March by NJR Recruitment
Easy Apply

Register and upload your CV to apply with just one click

IFA Administrator and Marketing Assistant

£20,000 - £25,000

Our Client is a leading firm of Financial Planners, have an excellent opportunity for a professional and experienced IFA Administrator who has an interest in marketing to join their team based near Sheffield

The client communications administrator will support the advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and manages all activity relating to the marketing and communication campaigns for the company.

Daily duties will consist of

  • Providing professional customer service to new and existing clients via telephone, email and face to face when required
  • Communicating and liaising effectively with external product providers
  • Preparing client valuations, application forms and meeting documentation for annual reviews
  • Processing of any meeting follow up work including fund switches, withdrawals
  • Handling all aspects of social media
  • Company website updates, assisting with the content and ensuring this is fit for purpose
  • Manage marketing strategies and campaigns for existing and prospective clients
  • Assist with event planning and communication projects

What we need from you:

  • Must have Financial Planning Administration experience (minimum 12 months)
  • Strong knowledge of Intelligent Office
  • Have a good knowledge of mail merge campaigns, marketing or willingness to learn
  • Able to use all Microsoft systems such as word, excel and publisher
  • Good organisational skills and the ability to manage and prioritise workload under pressure and work to deadlines

This is an excellent opportunity for someone to join a practice and really develop their skills. If you are interested in this role, please contact one of our specialist consultants quoting REF: NJR10429

Required skills

  • Financial Planning
  • Investments
  • Wealth Management
  • pensions
  • intelligent office

Reference: 41624156

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job