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Senior Financial Services Administrator
4 weeks ago
Job Title: Senior IFA Administrator
About the Role:
NJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well-established team.
Key Responsibilities:
- Providing full administrative support to high net worth clients
- Processing new business applications, placing investment trades, and obtaining bespoke valuations and illustrations
- Liaising with clients, providers, and other third parties
- Dealing with Letters of Authority and building model portfolios
- Extensive use of Excel spreadsheets, including pivot tables and formulas
Requirements:
- Previous experience as an IFA Administrator
- Excellent knowledge across pensions, investments, trusts, and tax planning
- Strong Excel skills, including pivot tables and formulas
- Good general team player
What We Offer:
- Excellent basic salary
- 30 Days Holiday + Bank Holidays
- Close for Christmas
- Hybrid Working
- Excellent Enhanced Pension Scheme
- Death in Service Cover
- Critical Illness Cover
- Income Protection
- Private Medical Insurance
- Full Dental Cover Package
- Free Parking
- Flexible Hours
For Further Information: Please apply today or contact one of our specialist consultants quoting NJR15265