IFA Administrator
6 days ago
About NJR Recruitment
NJR Recruitment is a leading provider of wealth management and pension services, with a strong presence in the UK market. We are currently seeking an experienced IFA Administrator to join our team in a Client Relationship Manager role.
Job Summary
The successful candidate will be responsible for managing and administering a portfolio of SIPP and SSAS pension schemes. This will involve providing direct support to the Pension Consultants, including two busy Directors, and ensuring all client issues are addressed in a timely manner.
Key Responsibilities
- First point of contact for clients within your portfolio and to be aware of all client issues and detail
- Inputting data onto the system within a timely manner
- Dealing with routine correspondence, including contact with clients, their advisers, and product providers
- Ensuring all regulatory deadlines are met
- Organising and prioritising work, including managing client expectations
- Maintenance of paper and electronic filing systems for correspondence and documents
- Preparation of new business documentation
- General administration duties
Requirements
The successful candidate will be intelligent and ambitious, with a desire to learn and succeed within financial planning. They will have solid communication and articulation skills, as well as the eagerness and drive to succeed in a fast-paced environment.
About the Role
This is an exciting opportunity for an experienced IFA Administrator to join our team and contribute to the success of our clients. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this role.
