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IFA Administrator

2 months ago

Castleford West Yorkshire, United Kingdom NJR Recruitment Full time

NJR Recruitment are delighted to 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.

What's in it for you?

  • Relaxed office environment
  • Enhanced Non Contributory Pension
  • Excellent Bonus Package
  • Exam Support
  • Progression and development
  • 21 days holiday plus bank holidays increasing in time to 25 days

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 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 NJR15255

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