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Ifa Administrator
4 months ago
**IFA Administrator**
**Location: Leeds**
**£23,000 - £27,000**
NJR Recruitment is currently working with a well known regional Chartered IFA practice that specialise in providing high quality personal advice to their long term clients. Due to their ongoing growth they are now looking to appoint an experienced IFA Administrator to join their practice.
The role is to work with the existing administration and the technical teams to support a small number of financial planners who advise on Whole of Market products. It will involve working with high net worth individuals and corporate clients on areas including pension, investment and protection planning.
**Responsibilities**:
- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Send letters of authority and gather accurate information
- Maintaining client records
- Processing of commissions
- Adhoc projects and administrative tasks as and when necessary
**Requirements**:
- Previous experience within an IFA firm
- Excellent interpersonal skills and telephone manner
- Excellent organisation, time management and prioritising skills
- The ability to work well within a team environment and to build effective working relationship
- Experience of provider platforms and back office systems (ideally Intelliflo) would also be of benefit
**What’s in it for you?**
- 25 days holiday plus bank holidays
- Hybrid working available after probation period
- Free parking
- Career development and study support
- Company pension
- Discretionary bonus scheme
**Job Types**: Full-time, Permanent
**Salary**: £23,000.00-£27,000.00 per year
**Benefits**:
- Company pension
- Free parking
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: One location
Reference ID: NJR13559