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Trainee IFA Administrator
Huddersfield
£22,000 - £24,000
Are you looking to start your career in Financial Planning? Do you want to join a company that will offer genuine support, training and development?
NJR are delighted to be currently representing one of Yorkshire’s leading firms of Financial Advisers, who is now seeking an ambitious Junior Administrator to join their dynamic and ever growing business.
Working out of their offices based in Huddersfield you will be supporting the Financial Planners in preparing client financial plans, processing new business and liaising with product providers.
Responsibilities will include:
- Process new business
- Liaise with Providers, Clients and Advisers
- Deal with Letters of Authority
- Create Client packs
- Produce Illustrations and valuations
- Answer Client queries
- Assisting with any FCA related Issues
- Assist compiling financial planning reports
- Drafting letters of on behalf of the partners
- Build strong relationships with clients
What's on offer:
- Study Support and career development
- Excellent Holidays
- Hybrid Working
- Bonus Scheme
- Pension
- Free Parking
- Excellent career progression
What do we need from you?
- A finance, maths or economics based degree
- A strong desire to work in financial planning
- Excellent written and verbal communication skills
- Professional and polite
- Good attention to details
Our client is looking for a confident, switched-on individual who is keen to pursue a long term career in financial planning. Who can work to high levels of professionalism.
If you are looking to start your career in financial planning, then apply today or for further information please contact one of our specialist consultants quoting REF: NJR15009
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