Job Description

Location
Salary
Posted on
Reference
Stockport
\xc2\xa326000
01/12/2023
NJR13682
DESCRIPTION

IFA Administrator
Stockport
Salary up to \xc2\xa326,000

NJR Recruitment are delighted to be recruiting for one of the UK\'s leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and buoyant organisation.
An excellent opportunity is available for an Administrator to compliment the current support team. Working from a nice modern office, our Client is looking to recruit a candidate who is looking for the next step in their career. Working in a small team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long-term career in financial planning.
Key Responsibilities:
" You will be responsible for providing pre- and post-sales support to the Financial Advisers.
" Ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company.
" Providing a high level of support to clients in an efficient, compliant, and professional manner.
" Providing ongoing support and working closely with independent financial advisers
" Liaising with clients, providers and other third parties
" Process new business
" Deal with Letters of Authority
" Obtain valuations and illustrations.
" Assist with any other general admin tasks when necessary.

What\'s in it for you?
" 28 days holiday + bank holidays with the option to buy and sell holidays.
" Full training and development including full study support toward CII Diploma
" Company Pension
" Annual bonus programme for all employees
" Group income protection
" Long service awards
" Private medical insurance - including dental and optical cover
" Childcare vouchers
To apply, you will have proven experience gained working within an IFA Practice, Pensions Consultancy or for a Provider. Candidates will have excellent customer service skills being able to liaise with clients in a professional manner. You will be comfortable working as part of a busy team and be ambitious and dedicated to developing with the evolving financial services industry.

NJR 13682