NJR Recruitment | IFA Administrator
3 weeks ago
NJR Recruitment are pleased to be working with a well established Financial Services Practice, who are now seeking an ambitious and experienced Financial Planning Administrator to join their team on a full time basis.
Generous Bonus Schemes
Hybrid Working
Flexible Hours
Free Parking
Healthcare Scheme
Half Price Gym Membership
Pension
Career Development
This role will work directly for a small team of senior Financial Planners who advise clients on all aspects of pensions, investment and protection products. Creating Client Valuations & Illustrations
Previous experience working in financial planning is essential
A good knowledge of pensions, investments and other financial planning products
Ideally experience with Intelligent Office (IO)
Candidates applying ideally will have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the financial services industry works and be keen to develop your skills and progress a career within Financial Planning.
You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
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