IFA Administrator

NJR Recruitment

Posted 10 hours ago, valid for 18 days

Manchester, Greater Manchester M20 2TP, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Our client, a respected firm of Independent & Chartered Financial Planners, is seeking to hire an additional Administrator to join their team.
The role involves supporting Financial Planners across three key areas: Administration, Review, and Report Writing, with varied duties including handling client queries and preparing reports.
Candidates must have at least 2 to 3 years of experience in a similar role, along with a strong educational background and progress towards a Level 4 Paraplanning diploma.
Proficiency in Microsoft Office and knowledge of Intelligent Office CRM, as well as familiarity with various financial systems, are essential for applicants.
The salary for this position is competitive, reflecting the candidate's experience and qualifications.

Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.

Duties and responsibilities will be varied and consist of;

Admin team" Dealing with new business" Top ups" Changes in client income" Withdrawals Handling daily queries from clients and candidates " Providing management information" Organising future planning meetings with a client on behalf of the Financial Planner" Liaise with product providers and other third parties to acquire any additional information Review team " Preparing the client review reports for the advisers to take to meetings" Using both un-house and the Dynamic Planner templateReport writing team" Preparing suitability reports" Preparing new business documentation

Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as" Intelligent office " Dynamic Planner " Provider Platforms - Scottish Widows, Parmenion & Raymond James.

Candidates applying for the role will ideally have at least 2/3 years' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.

NJR REF 15333

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