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NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the York area. Our Client hold an excellent reputation within the industry and provide Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available for an experienced Senior IFA Administrator to join their team.
What's in it for you?
- Genuinely competitive salary
- Full study support
- Excellent career development
- Death in Service cover
- Private Health Insurance
- Share Incentives
- Cycle to work scheme
- 25 Days Holiday + Bank Holidays
- Company pension
Working from beautiful offices in the heart of York, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments. With excellent experience of delivering a first class service to Clients and Consultants.
This role will work directly for two Directors / Financial Planners and duties consist of:
- Provide efficient administrative support to a number of Senior IFA's
- Preparation of correspondence including letters and emails
- To be a point of contact for IFA's, clients, life offices and members of the business
- Maintenance of all administration systems
- Assist with the management of the IFA's portfolio of existing business
- Prepare and format suitability reports
- Prepare new business and review packs
- Obtain research
- Obtain illustrations
What we need from you?
- Previous experience working in financial planning
- Good level of knowledge across a full range of pensions, investments, protection, trusts and other products
- Experience using a variety of provider platforms
- iO experience would be of benefit, but not essential
- good communication skills
- Those offering some industry qualifications are of high advantage, however this is not essential
Those applying will offer whole of the market product knowledge, with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.
For further information please contact one of our specialist consultants quoting REF: NJR15595
