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Experienced Ifa Administrator

4 months ago

Bolton, United Kingdom NJR Recruitment Full time

**WEALTH MANAGEMENT ADMINISTRATOR**
**LOCATION: BOLTON. Free on-site parking**
**UP TO 30,000 + BENEFITS**

General Duties:
" Data input of fact find information and documentation onto the back-office system (IRESS).
" Diarising events throughout the business cycle.
" Producing new business packs and preparation for client meetings.
" Producing client portfolio review information and presenting this with meeting packs.
" Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
" Liaising with providers and clients as required.
" Maintaining training objectives as agreed.
" Maintaining professional and ethical standards in accordance with regulatory principles for business.

Excellent Benefits are on offer such as;
" Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross).
" Death in Service cover - 3 x salary
" Personal development - structured training and development plan
" Free on-site parking

NJR 12001

**Salary**: £25,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Reference ID: 12001