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IFA Administrator

NJR Recruitment
Posted 16 hours ago, valid for 12 days
Location

Stockport, Cheshire SK2 5JF, England

Salary

£35,000 - £42,000 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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  • NJR Recruitment is seeking an IFA Administrator for a leading Independent Financial Advisers firm in Stockport.
  • The role involves supporting financial advisers, processing new business, and liaising with clients and providers.
  • Candidates should have experience in Financial Services, ideally from a Provider or IFA background, with product knowledge in Pensions and Investments.
  • The position offers a generous salary, 25 days of holiday plus bank holidays, and full training support towards the CII Diploma.
  • Applicants should have at least one year of relevant experience in the financial services industry.

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 Stockport office. Working in a large 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

Working for a credible firm of National Financial Planners it is essential that candidates applying for the role should offer experience working in Financial Services preferably from a Provider or ideally an IFA background. It is imperative that those applying have product knowledge across Pensions & Investments.

NJR 15354

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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.