Financial Adviser Support
3 weeks ago
**IFA ADMINISTRATOR**
**LOCATION: BURY**
**UP TO 26,000**
NJR Recruitment is currently working with a leading provider of business advisory services. A strong Administrator is required to join their team of highly qualified and experienced Financial Planning Consultants based in North Manchester.
Working from their offices in central Bury, our client is looking to recruit a good quality and technically minded Administrator with a particular emphasis on Life & Pension product. The role would suit someone who is keen to develop a career within thebouyant Financial Planning market.
- Assist IFA's in processing new business from research through to new business completion including Investments, Protection, Pensions (SIPP & DB), Drawdown, Annuities and Mortgages, obtain illustrations (including provider comparisons) and relevant new businessdocumentation
- obtain review documentation in preparation for client review meeting, process fund switches/rebalances online and prepare review report, obtain valuations using various resources.
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