Ifa Administrator

7 months ago

York, United Kingdom NJR Recruitment Full time

NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the York area. Our Client holds an excellent reputation within the industry and provides Wealth Management advice to both Private Clients and Business Owners. Due to internal promotion, a great opportunity is now available for an experienced IFA Administrator to join their team.

**What's in it for you**?

Genuinely competitive salary

Full study support

Excellent career development

Death in Service cover

Private Health Insurance

Share Incentives

Cycle to work scheme

22 Days Holiday + Bank Holidays

Company pension

Working from their office on the outskirts of York, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments.

**Duties will consist of**:
Provide efficient administrative support to a number of IFA's

To be a point of contact for IFA's, clients 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 and format suitability reports

Prepare new business and review packs

Obtain research

Obtain illustrations

Undertake filing, photocopying and scanning duties when required

Deal with fund switch requests and also be responsible for processing fund switches online

**What we need from you?**

Previous experience working in financial planning

Good level of knowledge across a full range of pensions, investments, protection, trusts and other products

Experience using a variety of provider platforms

iO experience would be of benefit, but not essential

good communication skills

Those offering some industry qualifications are of high advantage, however this is not essential

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£38,000.00 per year

Work Location: In person

Reference ID: NJR14558

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