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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
We are a leading Financial Advisory firm providing Financial Solutions and Independent Financial Advice to individuals and businesses in the Yorkshire area.
Job Summary:
As an Administrative Support Specialist, you will be responsible for processing and monitoring new business applications, liaising with clients and product providers, and ensuring compliance with all files. You will also provide support to Directors and Advisors regarding client valuations, key client reviews, and document completion.
Key Responsibilities:
- Process and monitor new business applications
- Liaise with clients and product providers
- Ensure compliance with all files
- Provide support to Directors and Advisors
- Collate and complete required documentation
- Coordinate promotions and client mailers
- Document scanning and data entry
Requirements:
- 1-3 years of experience in an Administrative role within a Financial Advisory or Financial Services firm
- Understanding of investments, pensions, life assurance, and personal tax
- Working knowledge of systems used within the business, such as Fusion, Enable, and Transact
- Knowledge of platforms such as Quilter and Standard Life
- Strong IT skills with knowledge of Microsoft Office
- GCSE with good grades in English and Maths
What We Offer:
We are seeking a motivated and organized individual to join our team. If you have a passion for administration and a desire to work in a dynamic Financial Advisory firm, we encourage you to apply.
