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Junior Ifa Administrator

4 months ago

Manchester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Manchester
£20000
20/11/2023
NJR14252

DESCRIPTION

JUNIOR IFA ADMINISTRATOR
Location : Manchester City Center
£19,000 - £22,000 + Exam Support
NJR Recruitment is currently working with a small and established firm of Financial Advisers based in the heart of Manchester City Centre.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
An opportunity is available for a Trainee IFA Administrator to join the small and established team. Daily duties will be varied and consist of;
The job will involve administrative tasks and assisting the Partner, practice manager and paraplanner with research, administrative tasks and dealing with client queries.
To contribute towards helping the business to grow and ensure that existing processes within the office are kept up to date daily. Provide suggestions for how to improve processes and procedures and to develop personally within the role.
DUTIES & RESPONSIBILITIES:

- Daily updates of spreadsheets and record logs
- Preparing documentation for client meetings
- Collecting and scanning post
- Keeping track of stationary and ordering stock when required
- Outgoing calls to existing clients to arrange review meetings
- Writing dictated letters from team
- Handling incoming calls and queries
- Adhoc tasks assisting the Partner and the team as required

You will be proficient with MS Office including Word, Excel and Outlook as well as having solid communication and articulations skills.
For more information please contact one of specialist consultants quoting REF: NJR14252