IFA Administrator
other jobs NJR Recruitment
Added before 2 hours
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
IFA Administrator
Leeds
£30,000 - £35,000
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Working from their office in central Leeds, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
What’s in it for you?
*Genuinely competitive salary
*Private Healthcare
*Subsidised Gym Membership
*Death in Service Cover
*25 days holiday + Bank Holidays + option to Buy and Sell Holidays
*Funded Social Events
*Enhanced Sick Pay
*Employee Assistance Programme
*Discounted Parking Available
Providing support to one IFA, this will be a varied role, but duties will include
*Diary management
*Prepare client review packs for advisers
*Processing new business
*Contact and liaise with relevant product providers, clients and third parties.
*Conduct product research
*Writing basic suitability reports
What do we need from you?
*Previous experience providing support to IFAs and using Intelligent Office is essential
*A strong knowledge on a range of pensions and investments
*Solid communication skills
*Good attention to detail
If you are looking to join a top 100 firm and be an essential part of the advice process, then apply today or contact NJR Recruitment quoting Ref: NJR16289
Leeds
£30,000 - £35,000
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Working from their office in central Leeds, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
What’s in it for you?
*Genuinely competitive salary
*Private Healthcare
*Subsidised Gym Membership
*Death in Service Cover
*25 days holiday + Bank Holidays + option to Buy and Sell Holidays
*Funded Social Events
*Enhanced Sick Pay
*Employee Assistance Programme
*Discounted Parking Available
Providing support to one IFA, this will be a varied role, but duties will include
*Diary management
*Prepare client review packs for advisers
*Processing new business
*Contact and liaise with relevant product providers, clients and third parties.
*Conduct product research
*Writing basic suitability reports
What do we need from you?
*Previous experience providing support to IFAs and using Intelligent Office is essential
*A strong knowledge on a range of pensions and investments
*Solid communication skills
*Good attention to detail
If you are looking to join a top 100 firm and be an essential part of the advice process, then apply today or contact NJR Recruitment quoting Ref: NJR16289
Job number 3161801
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Company Details:
NJR Recruitment
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