Pensions & Investments Administrator
3 days ago
You happy with this
**IFA ADMINISTRATOR**
**LOCATION: LEEDS**
**SALARY: £20,000 - £24,000 + BENEFITS PACKAGE**
- Company pension scheme
- Discretionary bonus scheme
- Financial support towards relevant qualifications
- Hybrid working - Ability to work some days at home
- Paid sick leave
- Death in service
- Wellbeing support
- Paid volunteering days
- Private medical insurance - Following a qualifying period
NJR Recruitment are currently working in Partnership with a leading firm of Chartered Financial Planners based from beautiful offices in the Yorkshire area. Offering a range of tailored services that help enable clients to plan and protect both their privateand corporate financial futures. From private investment, group pensions and corporate protection, to human resources and employee benefits, our client aims to support the financial needs and aspirations of each Client. An additional IFA Administrator is nowrequired to form part of their expanding support team.
The function of this role is to support a small group of Financial Advisers. Responsibilities focus around supporting the Financial Advisers with the administrative processes following client review meetings. This would include:
- Producing Review Letters
- Updating and using systems including Intelliflo Office and Centra
- Updating online fact finds following consultants meeting
- Inputting risk questionnaires
- Supporting IFA with additional day to day administrative tasks
NJR 13177
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