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IFA Administrator

NJR Recruitment
Posted 13 hours ago, valid for 18 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£24,000 - £30,000 per annum

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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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  • Our client, ranked among the Top 50 UK Advisers, is an award-winning firm of Chartered Financial Planners with a strong market reputation.
  • They are seeking an experienced Administrator to join their team in Manchester, working from prestigious offices.
  • The successful candidate will support a team of Advisers by processing new business applications, checking policy documentation, and producing portfolio valuations.
  • Candidates should have relevant experience in a similar role, although the specific years of experience required are not mentioned.
  • The position offers a competitive salary, details of which can be discussed with one of our specialist recruiters.

About Us

our Client are Ranked in the Top 50 UK Advisers. They are an Award Winning Firm of Chartered Financial Planners, and offer up an excellent reputation in the Market.

A new opportunity and exciting job role is now on offer for an experienced Administrator to join their team in Manchester. Working from prestigious offices the successful Candidate will provide direct support to a team of Advisers offering Whole of the Market Advice to their Client based.

Duties will consist of;

Processing new business applicationsChecking policy documentationProduce Portfolio ValuationsCompile Letters of Authority Develop and maintain working relationshipsUsing Provider Platforms

KEEN TO HEAR MORE?THEN APPLY ONLINE OR FOR FURTHER INFORMATION OR SPEAK TO ONE OF OUR SPECIALIST RECRUITERS

NJR 13573

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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.