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IFA Administrator

NJR Recruitment
Posted 6 days ago, valid for 9 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

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

Sonic Summary

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  • NJR Recruitment is seeking an IFA Administrator for a leading Independent Financial Advisers firm in Leeds.
  • The role offers a generous salary and requires previous experience in financial services.
  • Candidates will enjoy benefits such as 25 days holiday, full training support, and a company pension.
  • Responsibilities include supporting financial advisers, liaising with clients, and processing new business.
  • This position is ideal for those looking for a long-term career in financial planning with opportunities for development and progression.

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their well established administration team with another IFA Administrator in the Leeds office

Working in a small team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long term career in financial planning.

What's in it for you?

  • Generous Salary
  • 25 days holiday + bank holidays
  • Full training and development including full study support toward CII Diploma
  • Company Pension
  • Annual bonus programme for all employees
  • Group income protection
  • Long service awards
  • Buy and sell holidays
  • Private medical insurance - including dental and optical cover
  • Childcare vouchers
  • Great central location

Duties will include:

  • Providing ongoing support and working closely with independent financial advisers
  • Liaising with clients, providers and other third parties
  • Process new business
  • Deal with Letters of Authority
  • Obtain valuations and illustrations
  • Assist with any other general admin tasks when necessary

What we need from you?

  • Previous experience working in financial services
  • Excellent communication skills
  • Good attention to detail
  • Good computer skills
  • Ambition and desire to have a long term career in financial services
  • Experience working in a busy office environment

This really is a rare opportunity for those looking to get into an exciting and ever developing industry so contact me today for more information using reference NJR15555

Due to the high volume of applications we receive, please note that if you have not been contacted within 5 days of your application that you have not been shortlisted to move forward with this role.

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