Senior Ifa Administrator

Wetherby

£25,000 - £35,000

NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an ambitious Senior IFA Administrator to join their dynamic and ever growing business.

Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities will include:

Managing routine client communications and build a trusted relationship with clients via phone and e-mail

Prepare investment illustrations and paperwork

Proof read reports and assist in the preparation of routine advice letters

Issue reports and letters and manage client responses

Develop and perfect administration procedures, to improve the quality and efficiency of our service

What’s in it for you?

Salary range: £25k - £35k depending on experience

Discretionary bonus

8% employer pension contribution

25 days holiday

Private medical insurance

Death in service cover

Excellent progression and development

Free onsite parking

The successful candidate will need to have previous experience working within financial planning preferably within an Independent Financial Services environment. Ideally you will be working towards the Level 4 qualification as well as having solid communication and articulations skills.

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 contact one of our specialist consultants quoting REF: NJR14585