IFA Administrator

2 months ago


Knutsford, United Kingdom NJR Recruitment Full time

Job Title: IFA Administrator - Business Support Specialist

Job Summary:

NJR Recruitment is working in partnership with a unique and modern firm of high net worth wealth planners. This firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.

Job Description:

An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a prestigious location, the successful candidate will be responsible for providing full business support to a team of chartered financial consultants and technical paraplanners.

Key Responsibilities:

  • Processing of new business
  • Client management
  • Servicing existing business
  • Platform-based work
  • Creating illustrations and client valuations
  • Regular contact directly with clients and wrap/platform providers

Requirements:

To be successful in this role, candidates should have at least 12 months of experience working for a firm of financial planners with knowledge of pensions, investments, and protection products. Those who are keen to work towards the R0 exams will be fully encouraged and financially supported.

Experience of using platforms and intelligent office is also a distinct advantage.


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