Client Liaison Administrator
5 months ago
Financial Planning Administrator
Newton Aycliffe
NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Newton Aycliffe area.
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
Working from their office, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge within HNW Pensions & Investments, with excellent experience of delivering a first class service to Clients.
This role will include:
Providing efficient administrative support to a number of IFA's
Being the main point of contact for IFA's, clients, life offices and members of the business
Maintenance of all administration systems
Ensuring daily workflow is completed
Assist with the management of the IFA's portfolio of existing business
Prepare new business and review packs
Undertake general administration tasks including filing, photocopying and scanning duties
Whats in it for you?
25 days annual leave
A day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Career Development
Cycle to work scheme
For further information please contact one of our specialist consultants quoting REF: NJR14475
**Job Types**: Full-time, Permanent
**Salary**: £23,000.00-£28,000.00 per year
Work Location: In person
Reference ID: NJR14475
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