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Altrincham, Cheshire
Financial planner
IFA Administrator-Sports Professional

IFA Administrator-Sports Professional

NJR Recruitment

Posted 10 hours ago, valid for 18 days

Altrincham, Cheshire WA14 2HX, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

NJR Recruitment is seeking an experienced industry Administrator for a prestigious firm of Chartered Financial Planners in Cheshire.
The role requires candidates to have solid experience in Financial Planning, particularly in a similar environment.
The successful candidate will work with high-profile sports professionals, including Premiership Footballers, and will be expected to have knowledge of Back Office Systems and Provider Platforms.
Daily responsibilities include processing new business applications, creating client illustrations, and managing diaries, with a focus on outstanding communication skills.
The position offers a competitive salary, and candidates should ideally have at least 3 years of relevant experience.

NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.

Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills.

Daily duties will be varied consisting of;

" Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations" Use of Provider Platforms" Liaising with very HNW Clients and Sports professionals" Diary management and organising Consultants diaries

This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.

NJR REF: 15206

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