Ifa Administrator

7 months ago


Stockport, United Kingdom NJR Recruitment Full time

**IFA ADMINISTRATOR**

**LOCATION: Stockport Area - Free on-site parking**

**Salary up to £27,000**

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and buoyant organisation. An excellent opportunity is available for an Administrator to compliment the current support team.
- You will be responsible for providing pre
- and post-sales support to the Financial Advisers
- Ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company
- Providing a high level of support to clients in an efficient, compliant, and professional manner
- Providing ongoing support and working closely with independent financial advisers
- Liaising with clients, providers and other third parties
- Process new business
- Deal with Letters of Authority
- Obtain valuations and illustrations
- Assist with any other general admin tasks when necessary.

What's in it for you?
- 28 days holiday + bank holidays with the option to buy and sell holidays
- Full training and development including full study support toward CII Diploma
- Company Pension
- Annual bonus programme for all employees " Group income protection
- Long service awards
- Private medical insurance - including dental and optical cover
- Childcare vouchers

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

**Salary**: £23,000.00-£27,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 13682


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