High Net Worth IFA Administrator Opportunity

1 week ago


Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

NJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers seeking an experienced IFA Administrator to join their team.

Salary and Benefits

The successful candidate can expect an excellent basic salary, including 30 days' holiday plus bank holidays, close for Christmas, hybrid working, an enhanced pension scheme, death in service cover, critical illness cover, income protection, private medical insurance, full dental cover package, and free parking.

Job Description

As an IFA Administrator, you will provide full administrative support to high net worth clients, including processing new business applications, placing investment trades, obtaining bespoke valuations and illustrations, liaising with clients, providers, and other third parties, dealing with Letters of Authority, building model portfolios, and utilizing extensive Excel spreadsheets.

Requirements

To be successful in this role, you will need previous experience as an IFA Administrator, excellent knowledge across pensions, investments, trusts, and tax planning, strong Excel skills including pivot tables and formulas, and good general team player qualities.

About the Company

This firm offers a professional and supportive environment where you can excel and deliver a high level of professionalism. If you are a confident and switched-on individual with a drive to exceed expectations, please consider applying today or contact one of our specialist consultants quoting NJR15265.



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