Senior IFA Administrator

Senior IFA Administrator

£26,000-30,000

Altrincham- Fully office based

Benefits:

• Company Pensions
• Income Protection-75% of salary, payable after a 13- week deferred period
• Group life cover(death in service )- 4x salary

Are you an experienced IFA Administrator with a passion for pensions and investments? If so, we are keen to talk.

NJR Recruitment are representing a leading Wealth Management firm located in the heart of Altrincham, who are on the lookout for a Senior IFA Administrator to join their highly skilled Pension & Investment Team. Candidates applying for this role should have a minimum of 2 years experience with this type of role and have a very high level of attention to detail. Ideally the candiate will be working towards the CII R0 qualifications or has already obtained some. Our client supports their staff with their professional development which includes paying a bonus on each exam passed.

Key Responsibilites:

• Processing and submitting new business adhering to the new business workflow.
• Submitting Letters of Authority and collating all of the required plan details for research and analysis.
• Meeting and greeting clients, answering and dealing with incoming enquiries
• Portfolio rebalancing, buying and selling
• Accurately processing client withdrawals and contributions and monitoring these through to completion.
• Preparing clients packs for Annual Review meetings and then completing the work required post meeting
• Writing basic Suitability Reports
• Completing research for new business cases, primarily fund and cost analysis

Previous experience with the following would be useful:

• Intelliflo
• A J Bell
• Transact
• Royal London
• Canada Life International
• FE Analytics

If you are an experience IFA Administrator and is looking for your next opportunity, then apply online or for further information speak to one of our specialist consultants quoting reference NJR15488

#FIN