Administrator - Client Review Team

3 weeks ago


Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time

A leading IFA firm based in Leicester Area is looking for a skilled Administrator to join their Client Review Team. This is a fantastic opportunity to work with a well-established company that has achieved year-on-year growth.

About the Firm

The firm offers a competitive salary of £24,000-£28,000 per annum and excellent benefits, including 25 days holiday, plus bank holidays, and a generous non-contributory pension scheme.

Key Responsibilities
  • Support Financial Planners with client reviews
  • Make client appointments
  • Produce valuations
  • Prepare cash flow modelling (information gathering and understanding)
  • Prepare portfolio comparison analytics
  • Action fund switches
  • Carry out attitude to risk questionnaires
  • Prepare new and existing client appointment packs
  • Adviser diary management

You will engage with clients and providers via telephone, email, and letter. This role offers a great opportunity to develop your skills and experience in a dynamic and supportive team environment.

What You Will Receive
  • Competitive salary of £24,000-£28,000 per annum
  • 25 days holiday, plus bank holidays
  • Generous non-contributory pension scheme, commencing after three months' continuous service
  • Free death in service, subject to qualifying criteria, commencing after three months' continuous service
  • Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking
  • Dress down Fridays


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