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Junior Ifa Administrator

2 months ago

Leeds, United Kingdom NJR Recruitment Full time

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

Leeds
£21000 - £23000 29/04/2024
NJR14819
Plus Bonus

DESCRIPTION

Junior IFA Administrator
Leeds

NJR are currently working with a leading Independent Wealth Management Advisory firm based in North Leeds who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to provide admin support services to an extremely successful Financial Planner, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities include:
Processing New Business
Liaising with clients and providers
Obtaining valuations
Checking all compliance paperwork is present
Provide support to a busy financial planner
Preparing illustrations
Prepare basic suitability letters

What\'s in it for you?
Ongoing Development and Training
Full study support
Annual Bonus
22 Days Holiday + Bank Holidays
Pension
Death In Service Cover

This is an excellent opportunity for someone looking for the first role in financial planning For further information please contact one of our specialist consultants quoting REF: NJR14819