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Trainee Ifa Administrator

5 months ago

Leeds, United Kingdom NJR Recruitment Full time

**Trainee IFA Administrator**

**Location: North Leeds**

**£21,000 - £24,000**

Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more

NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious Trainee IFA Administrator to join their growing team based in North Leeds.

This role will work directly for a number of Financial Planners who advise clients on Whole of the Market products. Providing direct administration support in a demanding environment, the role will be varied; fast paced and offer ongoing training and development. You will have the opportunity to work in a supportive team environment where progression is supported for CII qualifications if desired.

Responsibilities will include:

- Preparing pre-meeting documentation for the Advisers
- Creating client Valuations & Illustrations
- Chasing Letters of Authority
- Liaising with Product Providers & third parties
- Administration tasks such as filing/scanning etc

**What’s in it for you?**
- Flexible to work from home up to 3 days a week
- Competitive Basic Salary
- Discretionary bonus scheme
- 25 days holiday, plus bank holidays
- Company pension scheme offering 5% matched contributions
- Death in Service benefit
- Private Health Insurance
- Income Protection Scheme
- Cycle to work scheme
- Staff discounts on insurance products and financial planning services
- Company gym on site
- Childcare vouchers
- Free car parking on site
- Ongoing training and development - Progression is encouraged

**What we need from you?**
- Excellent communication skills are essential and have the ability to liaise with High Net Worth Individuals
- Good attention to detail
- A desire to work in financial services
- Studious with a desire to continue developing

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£24,000.00 per year

Work Location: In person

Reference ID: NJR13897