Ifa Administrator
1 month ago
**Location**
**Salary**
**Posted on**
**Reference**
**Aberdeen
£28000 - £32000
24/04/2023
NJR13667
DESCRIPTION
IFA ADMINISTRATOR - PENSIONS & INVESTMENTS
LOCATION: Leicester
SALARY: AROUND £26,000 - £30,000
**BENEFITS**:
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your core benefits package includes the following:
Share Incentive Plan
Workplace Pension
Life Assurance
Income Protection
Health Cash Plan
Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Aberdeen - probably on a 3 day office, 2 day home basis.
THE ROLE
Work closely with the consultants to support and ensure clients’ needs are met, this may include attending client meetings with the consultant(s)
Maintain strong relationships with clients
Manage all aspects of client affairs in a prompt and efficient manner
Plan, organise and prioritise workload to maintain agreed service standards
Create client valuations and illustrations
Liaise with Providers
Develop and maintain good working relations with internal and external contacts
NJR 13582
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