Ifa Administrator

2 weeks ago


Nottingham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Nottingham
£23000 - £28000
27/02/2023
NJR13441

DESCRIPTION

Financial Planning Administrator
£23,000 - £28,000
Nottingham

Excellent Benefits, 25 Days holiday, Free Parking, Study support,
Flexible hours and an early finish every Friday.
Death in Service, X2 Salary

Our Client are a small and very well established firm of Boutique Independent Financial Planners who operate a client bank of high net worth individuals, Our Client offer a friendly and family oriented working environment where development is encouraged. As a result of organic growth they now have an exciting opportunity for a talented Financial Planning Administrator to join their buoyant and growing organisation.

" Responsible for client servicing and the preparation of new business and client review packs for meetings
" Obtaining accurate client portfolio valuations and production of valuation statements
" Regular contact with clients and product providers
" Responsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirements
" Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients
" Writing basic suitability reports

Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients.

Please quote Ref: NJR13441


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