Financial Planning Administrator

Financial Planning Administrator

York

£22,000 - £26,000

NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the York area.

Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator

Working from their office, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge within HNW Pensions & Investments, with excellent experience of delivering a first class service to Clients.

This role will include:

Providing efficient administrative support to a number of IFA's

Preparation of correspondence including letters and emails

Being the main point of contact for IFA's, clients, life offices and members of the business

Maintenance of all administration systems

Ensuring daily workflow is completed

Assist with the management of the IFA's portfolio of existing business

Prepare new business and review packs

Undertake general administration tasks including filing, photocopying and scanning duties

Whats in it for you?

25 days annual leave

A day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Charity volunteer days

Career Development

Cycle to work scheme

Ideally, 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: NJR14646