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We are delighted to be recruiting on behalf of a well established Financial Services firm who are looking to recruit a Part Time IFA Administrator to join their small team in Wetherby
Providing client centric advice, this firm really puts their client's interests first and they are looking for a Financial Services Administrator, ideally with knowledge of Pensions and Investments, who shares their passion for building long term relationships.
Working on a part time basis with flexible hours the role includes:
- Processing new business
- Generally administration
- Produce illustrations and valuations
- Dealing with general client queries
- Dealing with LOAs
- Creating meeting packs
- Liaising with product providers
What's in it for you?
- Flexible hours to suit you
- Company Pension
- Study Support towards CII qualifications
- Immediate Start Available
What we need from you:
- Previous experience in a similar admin role is essential
- Knowledge of Pensions, Investments and Wrap Platforms would be a benefit
- Great communication skills
- Financial Planning qualifications would be a benefit but are not essential
Apply today for an excellent opportunity to join an established and respected Financial Planning company who will value and develop your skills!
Please contact NJR Recruitment for more details quoting reference NJR15515
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