Ifa Administrator

3 weeks ago

Grimsby, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**
***

Grimsby
£19000 - £20000 29/02/2024
NJR14617
Plus Excellent Development

DESCRIPTION
- Our Client is a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Who are now looking for an ambitious Administrator to join their team based in Grimsby.
- The main purpose of the role will be to support Financial Planners and the Senior Paraplanner will all aspects of the administration including the following:
- Processing New Business
- Dealing with client queries
- Managing an Adviser\'s diary
- Creating meeting packs
- Liaising with a variety of providers
- Assisting the Paraplanner with product research and report writing

What\'s on offer
- 20 Days holiday + Bank Holidays
- Option to Buy more holidays
- Study support
- Ongoing development and progression
- Pension- Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products.
- For more information please contact one of our special consultants quoting REF: NJR9412

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