Trainee Ifa Administator

4 weeks ago


York, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**York
£20000 - £24000
07/11/2023
NJR14352

DESCRIPTION

Our client is a well established Financial Services Practice, who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a full time basis.

This role will work directly for a firm of Financial Planners who advise clients on all aspects of pensions, Investment and protection products. Providing direct administration support the role will be varied, fast paced and demanding so we are looking for someone that is organised and not afraid to get stuck in

Duties include:
Creating Client Valuations & Illustrations
Chasing Letters of Authority
Liaising with Product Providers & third parties
Preparing pre-meeting documentation for the Adviser

Benefits include:
Bonus Scheme
Flexible hours
Free Parking
Healthcare scheme
Half Price Gym Membership
Pension
Study Support

Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

For more information please contact one of our consultants quoting REF: NJR14352


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