Executive IFA Coordinator

1 week ago


Leeds, Leeds, United Kingdom NJR Recruitment Full time

About NJR Recruitment

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NJR Recruitment is working with a leading Independent Wealth Management Advisory Firm in Leeds to find an experienced IFA Administrator.

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Role Overview

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This is an excellent opportunity for someone to join a ambitious, expanding and technically astute team, supporting various experienced Advisers who offer High Net Worth Clients complex advice on Pensions and Investments.

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Responsibilities

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  • ">
  • Process new business opportunities">
  • Liaise with clients, providers and other third parties">
  • Deal with Letters of Authority (LOAs)">
  • Obtain valuations and illustrations">
  • Conduct technical research as part of the existing arrangement review process">
  • Prepare basic suitability reports">
  • Ensure all relevant compliance paperwork has been carried out">
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Requirements

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The successful candidate will need to have proven experience working within financial services with a strong knowledge of Investment and Pension products. A can-do attitude, ability to deliver a first-class service to clients, and strong relationship-building skills are essential.

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Benefits and Salary

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The estimated salary for this role is £32,000 per annum, depending on experience. Additionally, the successful candidate can expect hybrid working, free onsite parking, study support, excellent promotion and development opportunities, flexible hours, private medical insurance, death in service, critical illness cover, discounted gym membership, and a non-contributory 5% pension scheme.

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How to Apply

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To apply for this exciting opportunity, please submit your application through the usual channels.



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