Ifa Administrator

4 weeks ago


Northampton, United Kingdom NJR Recruitment Full time

Client Support Administrator (Pensions & Investments)
£20,000-£25,000
Kettering

25 Days Holiday
Free Parking
X3 Death in Service

NJR are currently working with a well established independent firm of Financial Planners who are based in the Kettering area, who hold an excellent reputation in the industry for providing bespoke Financial Planning Advice to a growing bank of Clients. Asa result of their continued growth, they now have an excellent opportunity for an experienced IFA join their growing organisation.

This role would suit someone who is looking to join a well-structured business who offer a friendly and family orientated working environment, and a transparent career path should you be looking to further your career within the industry.

**Responsibilities**:
" Create Files, client records on IO, whilst issuing letters of authority and compiling initial plan summaries
" Preparation of Suitability Letters / Reports and KFI
" Pension Transfer research and report preparation
" Obtaining client ID
" Chasing new business recommendations
" New Business Post-Sale
" Submission of new business to providers
" Existing Business
" Review Report Preparation
" Fund switches and checking contract notes
" Benefits Projection Reports

For more information please contact one of our specialist consultants quoting REF: NJR-13294


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