Part Time Administrator

3 days ago


Ilkley, United Kingdom NJR Recruitment Full time

Part Time IFA Administrator
Ilkley

NJR Recruitment is delighted to once again be recruiting for a well established Financial Planning practice, who is now seeking a Part Time IFA Administrator to join their small and friendly team.

Working from their office based in Ilkley, you will be providing full support the Financial Planner and ensuring an excellent client experience.

Responsibilities will include:
Processing new business
Working on provider platforms
General administration
Preparing files for client visits
Producing Valuations and Illustrations
Liaise with both internal and external stakeholders by telephone, letter and E-mail

Maintenance of all administration systems
Ensuring that all client data is accurate and up to date

Maintenance of diary management system
Ensuring that daily workflow is completed in line with SLA's

Ensure appropriate documentation is scanned and attached to the relevant client records

Whats in it for you?

Generous Basic salary

Flexible hours

20 Days holiday + Bank Holidays

Full Study Support

Excellent Training and Development

What we need from you

Previous Experience working in financial planning

Professional telephone manner and general communication skills
Great customer service skills
Strong knowledge of Microsoft Office
Excellent attention to detail

If you are looking for a part time role, but still want to develop you career, this could be a great option for you For further information please contact one of our specialist consultants quoting REF: NJR12193



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