Ifa Administrator

3 weeks ago


Leeds, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leeds
£20000 - £26000
10/11/2023
NJR14334

DESCRIPTION

IFA Administrator
Leeds

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and buoyant organisation.

You will be responsible for providing pre and post-sales support to the Financial Advisers. Ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company as well as providing a high level of support to clients in an efficient, compliant and professional manner.

What's in it for you?

Generous Salary
28 days holiday + bank holidays with the option to buy and sell holidays
Full training and development including full study support toward CII Diploma
Company Pension
Annual bonus programme for all employees
Group income protection
Long service awards
Private medical insurance - including dental and optical cover
Childcare vouchers
Great central location

Duties will include:
Providing ongoing support and working closely with independent financial advisers
Liaising with clients, providers and other third parties
Process new business
Deal with Letters of Authority
Obtain valuations and illustrations
Assist with any other general admin tasks when necessary

What we need from you?

Previous experience working in financial services
Excellent communication skills
Good attention to detail
Good computer skills
Ambition and desire to have a long term career in financial services
Experience working in a busy office environment

This really is a rare opportunity for those looking to get into an exciting and ever developing industry so contact me today for more information using reference NJR14334



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