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Ifa Administrator

2 months ago

Royal Leamington Spa, United Kingdom NJR Recruitment Ltd Full time
IFA Administrator
Leamington Spa
Salary up to 28,000
BENEFITS
Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.
Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.
GDIS scheme - 2 x salary Life Assurance.
Health cash plan
Development and training - Examination and study financial support, internal training and individual development plans
Employee assistance programme
Flexible working hours
Friday early finish - 4pm
Bonus scheme - up to 5% of salary payable annually
NJR Recruitment are delighted to be working in Partnership with a very well known, National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including;
" Meeting preparation
" Collating all the required documents and research for report preparation
" Submitting new business on and off platforms
" Income payments and withdrawals
" Preparing files for client visits
" Producing Valuations and Illustrations
" Liaise with both internal and external stakeholders by telephone, letter and E-mail
" Maintenance of all administration systems
" Ensuring that all client data is accurate and up to date
" Maintenance of diary management system
" Ensuring that daily workflow is completed in line with SLA's
" Ensure appropriate documentation is scanned and attached to the relevant client records.
This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants.
For further information please contact one of our specialist consultants quoting REF: NJR 15147