Senior Ifa Administrator

4 weeks ago


Wetherby, United Kingdom NJR Recruitment Full time

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

Wetherby
£25000 - £35000 14/02/2024
NJR14585

DESCRIPTION

Senior IFA Administrator
Wetherby

NJR are currently exclusively representing one of Yorkshire\'s leading firms of independent financial advisers, who are now seeking an ambitious Senior IFA Administrator to join their dynamic and ever growing business.

Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities will include:
Prepare investment illustrations and paperwork
Proof read reports and assist in the preparation of routine advice letters
Issue reports and letters and manage client responses
Develop and perfect administration procedures, to improve the quality and efficiency of our service

What\'s in it for you?
Salary range: £25k - £35k depending on experience
Discretionary bonus
8% employer pension contribution
25 days holiday
Private medical insurance
Death in service cover
Excellent progression and development
Free onsite parking

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR14585


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