Ifa Administator

**Location**
**Salary**
**Posted on**
**Reference**
**York
£20000 - £28000
22/05/2023
NJR13818

DESCRIPTION

IFA Administrator
York

We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Administrator to join their team.

Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews for those that want it.

Manage client and policy information on the back office system
New business processing and post-sale support
Process withdrawal and drawdown requests
Deal with client queries
Basic Suitability Report writing - insurance, investment etc
Carry out bespoke drawdown reviews

What we need from you:
Strong working knowledge and experience of financial services administration and working knowledge of relevant regulatory requirements
Be able to demonstrate accuracy and attention to detail in written and numerical work
Previous experience of Xplan preferred but not essential
Ability to use initiative in problem solving
Proficiency in use of Microsoft Office packages

What's in it for you?
Great Salary
Company Pension
25 Days Holiday + Bank Holidays
Hybrid working
Full Study Support
Training and development with excellent long term career options

If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR 13818