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Senior IFA Administrator

NJR Recruitment
Posted 14 hours ago, valid for a month
Location

Shrewsbury, Shropshire SY3 8BW, England

Salary

£30,000 - £36,000 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, an Independent firm of Chartered Financial Planners, is seeking an additional Administrator to join their friendly team.
  • The ideal candidate should have at least 2 years of experience in a similar role within financial services and knowledge of processing Pension & Investment applications.
  • Key responsibilities include processing new business, managing client communications, and ensuring compliance with internal and external regulations.
  • The position offers a salary of £25,000 to £30,000, along with benefits such as 20 days holiday plus a birthday day off, private medical insurance, and a staff bonus scheme.
  • Candidates must possess strong Microsoft Office skills, excellent attention to detail, and the ability to work well under pressure.

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;

Key Responsibilities

  • Utilise client data for illustrations
  • Process new business
  • Prepare letters of authority for client policy information
  • Answer calls and deal with clients and third-party queries
  • Produce quotations
  • Manage task lists and prioritise workload within deadlines
  • Regularly communicate and update clients
  • Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
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  • pdate the CRM system
  • Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements

Essential criteria

  • Experience working in financial services
  • Use of Microsoft Office
  • Ability to work well under pressure
  • Ability to prioritise and organise
  • Working knowledge of investment platforms
  • Excellent attention to detail

Remuneration and Benefits

  • 20 days holiday plus birthday day off and Christmas/New Year period
  • After 5 years holiday increases incrementally to 30 days over 5 years
  • Auto-enrolment Pension
  • Private Medical Insurance and Death in Service after 12 months of service
  • Staff bonus scheme up to 20% of salary
  • Study and exam support

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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.