IFA Administrator

NJR Recruitment

Posted 2 months ago, valid for 11 days

Leamington Spa, Warwickshire CV311JX, England

£28,000 per annum

Full Time

Retirement Plan

Life Insurance

Employee Assistance

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job is for an experienced Administrator to support a financial adviser at a National Firm of Independent Financial Planners in Nottingham.
Candidates should have experience in the financial services industry, particularly in Pensions and Investments, with familiarity in Intelligent Office preferred.
The role includes responsibilities such as meeting preparation, document collation, new business submissions, and client data maintenance.
The salary is competitive, with additional benefits including 23 days of holiday (increasing with tenure), a contributory pension scheme, and a bonus scheme of up to 5% of salary.
Candidates are expected to have relevant experience, although the specific number of years required is not stated.

BENEFITS

Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.
Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.
GDIS scheme - 2 x salary Life Assurance.
Health cash plan
Development and training - Examination and study financial support, internal training and individual development plans
Employee assistance programme
Flexible working hours
Friday early finish - 4pm
Bonus scheme - up to 5% of salary payable annually

NJR Recruitment are delighted to be working in Partnership with a very well known, National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including;

Meeting preparation
Collating all the required documents and research for report preparation
Submitting new business on and off platforms
Income payments and withdrawals
Preparing files for client visits
Producing Valuations and Illustrations
Liaise with both internal and external stakeholders by telephone, letter and E-mail
Maintenance of all administration systems
Ensuring that all client data is accurate and up to date
Maintenance of diary management system
Ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records.

This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants.

For further information please contact one of our specialist consultants quoting REF: NJR 15147

Apply now in a few quick clicks