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Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time{"h1": "Job Opportunity: IFA Administrator", "p": "NJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers seeking an experienced IFA Administrator to join their small and well-established team.", "ul": [{"li": "Excellent basic salary"}, {"li": "30 Days Holiday + Bank Holidays"}, {"li": "Close for Christmas"}, {"li": "Hybrid...
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Financial Services Administrator
2 months ago
Lime Search & Select Ltd is a leading Financial Advisory firm providing expert advice to businesses and individuals. We are currently seeking an IFA Administrator / Trainee Paraplanner to join our team.
Key Responsibilities:- Assess new business submissions and record cases in our internal systems
- Liaise with Financial Advisers to obtain necessary information for case completion
- Produce suitability letters and reports
- Present cases to Financial Advisers and provide feedback on new business
The ideal candidate will have 1-2 years of experience in Financial Services and be seeking to develop their skills in the Financial Advice sector. A Diploma in Financial Planning is desirable, with a strong understanding of regulatory procedures.
We offer a comprehensive training program, study support, and payment for exams and personal development. If you are a motivated and detail-oriented individual looking to advance your career in Financial Services, we encourage you to apply.
