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IFA Administrator

NJR Recruitment
Posted 9 hours ago, valid for 15 days
Location

York, North Yorkshire YO60, England

Salary

£28,000 - £33,600 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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  • A well-established wealth management firm is seeking an experienced Financial Planning Administrator due to growth in their team.
  • The position offers an excellent basic salary and includes 25 days of holiday, bank holidays, and a Christmas shutdown.
  • Candidates should have strong working knowledge and experience in financial services, with the ability to prioritize their workload and work well in a team.
  • Duties will include processing new applications, writing suitability reports, and handling client queries, among other administrative tasks.
  • Previous experience of Xplan is preferred but not essential, and the role offers opportunities for development and progression.

We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.

What's in it for you?Excellent basic salary 25 days holiday + Bank Holidays Christmas shut down Hybrid working after probation Development and progression

Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews.

Duties will include:Processing new applications Writing suitability reportsDealing with client queriesObtaining quotes and valuations Liaising with product providers and other 3rd parties General administration duties

What we are looking for:Strong working knowledge and experience of financial services Ability to prioritise own workload as well as being a good team playerBe able to demonstrate accuracy and attention to detail in written and numerical workExcellent communication and interpersonal skills Previous experience of Xplan preferred but not essential

If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR14833

Apply now in a few quick clicks

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.