Ifa Administrator

2 months ago


Leeds, United Kingdom NJR Recruitment Full time

**IFA Administrator**

**Location: Leeds**

**Salary: £21,000 - £23,000**

NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their offices in Leeds City Centre.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry.

**Daily responsibilities will consist of**:

- New client input to client databases
- Creating new client packs
- Check Fact Fid fully completed
- Input Fact Find details into client database
- Prepare and send off authority letters and send to client for signature
- Input policy details of existing plans once received from providers
- Add activity entries/workflows
- Check all Anti-Money Laundering information is current and relevant checks have taken place
- Check Fact Find/Client Agreement/Letter of engagement is signed and dated
- New Business Submission
- Enter details of case into client database
- Track new business and current position, updating planner/paraplanner accordingly
- Ensure all new business has been checked and signed off (if required)
- Prepare for client revies
- Update cashflow models in preparation for review meetings

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and has the ability to work within fast paced busy, professional and growing firm.


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