Ifa Administrator

2 months ago


Newton Aycliffe, United Kingdom NJR Recruitment Full time

**IFA Administrator**

**Newton Aycliffe**

**£22,000 - £27,000**

NJR Recruitment is delighted to once again be representing a highly regarded Wealth Management organisation based in the Newton Aycliffe area.

Our client holds an excellent reputation within the industry and provides independent wealth management advice to both private clients and business owners. Due to retirement, an exciting opportunity is now available for someone to join their client services team as an Administrator.

Working from their offices, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments, but those with mínimal experience in these fields will also be considered.

With excellent experience of delivering a first class service to Clients and Consultant, this role will include:

- Providing efficient administrative support to a number of IFA's
- Being the main point of contact for IFA's, clients, life offices and members of the business
- Maintenance of all administration systems
- Ensuring daily workflow is completed
- Assist with the management of the IFA's portfolio of existing business
- Prepare new business and review packs
- Undertake general administration tasks including filing, photocopying and scanning duties

**What's in it for you?**
- 25 days annual leave plus Bank Holidays
- An additional day off for your birthday
- Hybrid working after 3 month probation period
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Genuine career development
- Full Study Support including paid time off to study
- Access to alternative qualifications and training

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£27,000.00 per year

Work Location: In person

Reference ID: NJR13826



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