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NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What's in it for you?Excellent basic salary 30 Days Holiday + Bank HolidaysClose for Christmas Hybrid Working Excellent Enhanced Pension SchemeDeath in Service CoverCritical Illness CoverIncome ProtectionPrivate Medical InsuranceFull Dental Cover PackageFree Parking Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
Processing new business applications Placing investment tradesObtaining bespoke valuations and illustrations Liaising with clients, providers and other 3rd partiesDealing with Letters of Authority Building model portfolios Extensive use of Excel spreadsheets
What do we need from you?Previous experience as an IFA AdministratorExcellent knowledge across pensions, investments, trusts and tax planning Strong Excel knowledge including pivot tables and formulas Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15265
