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IFA Administrator

2 months ago


Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time
Job Overview

NJR Recruitment is seeking a highly skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting the delivery of high-quality financial services to our clients.


Key Responsibilities
  • Pension Scheme Administration: Assist in the administration of pension schemes, ensuring accurate and timely processing of contributions and benefits.
  • Financial Planning Support: Provide administrative support to financial planners, including data entry, document preparation, and record-keeping.
  • Client Communication: Liaise with clients to gather information, respond to queries, and provide excellent customer service.
  • Compliance and Risk Management: Ensure adherence to regulatory requirements and company policies, identifying and mitigating potential risks.

Benefits
  • Holiday Entitlement: 23 days plus statutory public holidays, increasing to 26 days plus SPH after 5 years, and 29 days plus SPH after 10 years.
  • Pension Scheme: Contributory pension scheme with ER contribution of 5% and EE minimum contribution of 3%, subject to auto-enrolment eligibility.
  • Life Assurance: 2 x salary life assurance through the GDIS scheme.
  • Health Cash Plan: Access to a health cash plan to support your well-being.
  • Development and Training: Opportunities for examination and study financial support, internal training, and career development.

This is an excellent opportunity for a motivated and organized individual to join our team and contribute to the success of NJR Recruitment.