Financial Services Administrator

6 days ago

Scunthorpe, North Lincolnshire, United Kingdom NJR Recruitment Ltd Full time
IFA Administrator Opportunity

NJR Recruitment Ltd is delighted to be representing a highly regarded financial services organisation based in the Scunthorpe area.

About the Role

We are seeking an experienced IFA Administrator to join their team on a full or part-time basis. The successful candidate will have a strong background in financial services, with experience of delivering a first-class service to clients and consultants.

Key Responsibilities
  • Processing new business/accounts and changes to existing business/accounts, maintaining accurate and up-to-date information
  • Assisting with the preparation of portfolio clients reviews
  • Liaising with clients, providers, other third parties, and other departments
  • Ensuring client fees are settled in a timely manner
  • Maintaining and updating client database
  • General office administration
Requirements
  • Previous experience in an administrative role within financial planning is essential
  • Strong knowledge of pensions and investments
  • CISI/CII qualifications would be of most interest
  • Good attention to detail
  • Excellent communication skills
  • Confident with talking on a telephone
  • Professional manner with an ability to manage your own time/duties
What We Offer

This role could also be changed to a team leader/manager role should the successful candidate also have previous management experience. Please note, due to the nature of this role and industry, it is essential to conduct regular credit checks on all staff and it is required that you can demonstrate a good credit score throughout employment.

This is an excellent chance to join a national firm that can offer long-term career development in a thriving industry.

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