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NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their well-established administration team with another IFA Administrator in the Wolverhampton office. Working in a large team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long-term career in financial planning.
What's in it for you?
- Generous Salary
- 25 days holiday + bank holidays
- Full training and development including full study support toward CII Diploma
- Company Pension
- Annual bonus programme for all employees
- Group income protection
- Long service awards
- Buy and sell holidays
- Private medical insurance - including dental and optical cover
- Childcare vouchers
- Great central location
Duties will include:
- Providing ongoing support and working closely with independent financial advisers
- Liaising with clients, providers and other third parties
- Process new business
- Deal with Letters of Authority
- Obtain valuations and illustrations
- Assist with any other general admin tasks when necessary
Working for a credible firm of National Financial Planners it is essential that candidates applying for the role should offer experience working in Financial Services preferably from a Provider or ideally an IFA background. It is imperative that those applying have product knowledge across Pensions & Investments.
NJR 15354
