Ifa Administrator
5 days ago
**IFA Administrator**
**Castleford**
**£25,000 - £30,000**
NJR Recruitment are delighted to be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team.
**What's in it for you?**
- **Relaxed office environment**:
- **Enhanced Non Contributory Pension**:
- **Excellent Bonus Package**:
- **Exam Support where wanted**:
- **Progression and development**:
- **21 days holiday plus bank holidays increasing in time to 25 days**
Providing ongoing support to a small team of Financial Advisers this role will include:
- Liaising with clients, providers and other 3rd parties
- Dealing with the incoming and outgoing post
- Sending LOA information requests and logging these on the back-office system
- Preparing meeting packs
- Obtaining valuations and illustrations
- General office administration
What we need from you?
- Previous experience working in a similar role within financial services is essential
- Excellent communication skills
- Good telephone manner
- Friendly and personable
- Strong computer skills and those with Intelligent office experience would be of most interest
FIN
**Job Types**: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: NJR15409
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