IFA Administrator

NJR Recruitment

Posted 12 hours ago, valid for 20 days

Castleford, West Yorkshire WF102JA, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

NJR Recruitment is seeking an IFA Administrator for a well-established firm of independent financial planners in Castleford, offering a salary between £25,000 and £30,000.
The role requires previous experience in a similar position within financial services, particularly in submitting new business/applications on provider sites.
Key responsibilities include liaising with clients, processing applications, preparing meeting packs, and general office administration.
The company offers a relaxed office environment, an enhanced non-contributory pension, an excellent bonus package, and support for professional exams.
Additional benefits include 21 days of holiday plus bank holidays, increasing to 25 days over time, making it an attractive opportunity for experienced candidates.

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
Processing new applications
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
Experience in submitting new business/applications on provider sites
Excellent communication skills
Good telephone manner
Friendly and personable
Strong computer skills and those with Intelligent office experience would be of most interest

If you are looking for a new role with a leading local IFA firm, apply today or contact NJR Recruitment for more information quoting NJR15409

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