Senior IFA Administrator
other jobs NJR Recruitment
Added before 2 Days
- England,Yorkshire and The Humber,North Yorkshire,Harrogate
- Full Time, Permanent
- £28,000 - £37,000 per annum
Job Description:
Senior IFA Administrator
Harrogate
£28,000 - £37,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What’s in it for you?
*Excellent basic salary
*30 Days Holiday + Bank Holidays
*Close for Christmas
*Hybrid Working
*Excellent Enhanced Pension Scheme
*Death in Service Cover
*Critical Illness Cover
*Income Protection
*Private Medical Insurance
*Full Dental Cover Package
*Free Parking
*Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
*Processing new business applications
*Placing investment trades
*Obtaining bespoke valuations and illustrations
*Liaising with clients, providers and other 3rd parties
*Dealing with Letters of Authority
*Building model portfolios
*Extensive use of Excel spreadsheets
What do we need from you?
*Previous experience as an IFA Administrator
*Excellent knowledge across pensions, investments, trusts and tax planning
*Strong Excel knowledge including pivot tables and formulas
*Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR16542
Harrogate
£28,000 - £37,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What’s in it for you?
*Excellent basic salary
*30 Days Holiday + Bank Holidays
*Close for Christmas
*Hybrid Working
*Excellent Enhanced Pension Scheme
*Death in Service Cover
*Critical Illness Cover
*Income Protection
*Private Medical Insurance
*Full Dental Cover Package
*Free Parking
*Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
*Processing new business applications
*Placing investment trades
*Obtaining bespoke valuations and illustrations
*Liaising with clients, providers and other 3rd parties
*Dealing with Letters of Authority
*Building model portfolios
*Extensive use of Excel spreadsheets
What do we need from you?
*Previous experience as an IFA Administrator
*Excellent knowledge across pensions, investments, trusts and tax planning
*Strong Excel knowledge including pivot tables and formulas
*Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR16542
Job number 3551546
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Company Details:
NJR Recruitment
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