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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
