Ifa Administrator

6 months ago

Stockport, United Kingdom NJR Recruitment Full time

IFA ADMINISTRATOR - Chartered Practice

SALARY; 25,000 + Structured Career Path & Exam Support

LOCATION : Stockport

NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a newly renovated and state of the Art building where then will continue with their exciting growth plans. A new opportunity is now available for an additional Administrator to join their professional support team.

Duties will consist of;
" Produce client valuations

" Record details of new business and fees

" Tying of reports & letters

" Obtain and store quotations

" Produce analysis

" Create Client Valuations and uploading documents to Provider Platforms

Those offering use of WRAP Platforms: Cofunds, and AJ Bell InvestCentre are also of strong interest along with use of Back Office System; Intelligent Office are advantageous however this is not essential. Our Client is looking for someone who is ambitious and committed to developing with the buoyant Financial Planning. You will have a professional and outgoing personality with the ability to be able to form part of a close knit and growing team.

NJR 14796

FIN2

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

Pay: £23,000.00-£25,000.00 per year

Work Location: In person

Reference ID: NJR 14796

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