Exp. Ifa Administrator

SENIOR IFA ADMINISTRATOR
LOCATION: Shrewsbury
SALARY: 22,000 - 28,000
HOURS: 9:00am - 5:00pm

BENEFITS: Exam Support, 30 days holiday + Bank Holidays, Pension Scheme & Private Medical Insurance

NJR Recruitment are working in Partnership with a highly successful firm of Financial Advisers who form part of St James Place Wealth Management. An excellent opportunity has arisen for a professional Senior Administrator to form part of a well established and friendly team.

The role will involve;
" Arrangement of client annual review appointments
" Answering and directing phone calls and dealing with Client queries
" Correspondence for clients
" Supporting the processing and management of new business
" Submitting and monitoring investment withdrawals and other client related requests
" Dealing with multiple 3rd Parties
" Proactively liaising with providers and clients
" Management of client review meeting process and client onboarding process
" Maintaining client files, inputting and updating data into systems
" Responsible for business submission

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style.

" You will have been working in a similar professional environment for at least 2 years
" You have excellent IT and communication skills, are highly organised and can make decisions
" You are a self-starter and able to work with little or no supervision
" It is essential that you are confident in dealing with third parties and can work with total discretion

NJR 12207