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Financial Planning Administrator
Macclesfield
Salary 25,000 - 28,000
NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created opportunity is now available to join their Client Services Team as an IFA Administrator
Working from the office in Macclesfield the role will suit someone who has been working within an IFA / Wealth Management Practice. Candidates should have a strong product knowledge of Pensions & Investments products and be used to providing excellent experience of delivering a first-class service to clients.
This role will include:
- Providing efficient administrative support to a number of IFA's
- Preparation of correspondence including letters and emails
- Being the main point of contact for IFA's, clients, life offices and members of the business
- Maintenance of all administration systems
- Ensuring daily workflow is completed
- Assist with the management of the IFA's portfolio of existing business
- Prepare new business and review packs
- Undertake general administration tasks including filing, photocopying and scanning duties
Whats in it for you?
25 days annual leave
A day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Career Development
Cycle to work scheme
Ideally, those applying will offer a minimum of 12 months experience working in a similar role with whole of the market product knowledge and strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR15388
