Financial Planning Administrator

6 days ago


Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

NJR Recruitment is pleased to represent a highly regarded Wealth Management organisation. Our client provides Independent Wealth Management advice to private clients and business owners.


An exciting opportunity has arisen to join their client services team as an IFA Administrator due to internal progression.



What We Offer

  • Hybrid working
  • 25 days annual leave
  • A day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Cycle to work scheme


Key Responsibilities

  • Providing efficient administrative support to IFA's
  • Preparation of correspondence including letters and emails
  • Main point of contact for IFA's, clients, life offices and members of the business
  • Maintenance of all administration systems
  • Ensuring daily workflow is completed
  • Assist with the management of the IFA's portfolio of existing business
  • Prepare new business and review packs


Requirements

We are looking for someone with a minimum of 12 months experience working in a similar role, with whole of the market product knowledge and strong use of Provider Platforms.


Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.


Please apply today or contact one of our specialist consultants for further information.




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