Junior Ifa Administrator

2 weeks ago


Manchester, United Kingdom NJR Recruitment Full time

Junior IFA Administrator
Location: Manchester City Centre
Salary; 18,000 - 20,000 + 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;
Meeting and greeting visitors
Answering incoming telephone calls and taking messages where appropriate
Filing and keeping the front office and meeting rooms presentable and tidy
Opening, recording and distributing incoming post, franking and posting outgoing mail
Arranging appointments for Advisers
Uploading client data to the back office system
Monitoring and ordering stationery as required
Ad hoc duties as and when 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: NJR12670



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