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IFA Administrator

IFA Administrator

NJR Recruitment

Posted 15 hours ago, valid for a month

Stockport, Cheshire SK1 1NE, England

£26,000 per annum

Full Time

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Sonic Summary

NJR Recruitment is seeking an IFA Administrator for a leading Independent Financial Advisers firm located in Stockport.
The role offers a generous salary and requires candidates to have experience in Financial Services, preferably from a Provider or IFA background.
Candidates should have product knowledge across Pensions and Investments to be considered for this position.
The company provides extensive benefits including 25 days of holiday, full training support, a pension scheme, and private medical insurance.
This is an excellent opportunity for those looking for a long-term career in financial planning with room for development and progression.

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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