Senior Ifa Administrator

HYBRID WORKING AFTER COMPLETION OF PROBATIONARY PERIOD

EXAM SUPPORT & CAREER DEVELOPMENT ON OFFER

BENEFITS

• 25 days holiday
• Study support for professional development
• Pension contribution
• Hybrid working - 2 days office based considered after 6 months
• Wellbeing support services
• Social events
• Free Parking

NJR are currently representing a very well-established firm of Financial Planners who are based Central Leicester. They now have an exciting opportunity for an experienced IFA Administrator to join their Wealth Management Team where the main purpose of the role will be to provide support to several financial advisers on a range of different client cases.

Daily duties will consist of;

• Processing dealing instructions and new business applications across various platforms
• Obtaining valuations and assisting in producing portfolio reports
• Monitoring and chasing up applications and other transactions across various platforms and providers
• Communicate with clients to answer inquiries, schedule meetings, and provide updates
• Maintain accurate and up-to-date records of client information and financial plans
• Assist with special projects as needed
• Maintain accurate client information on Intelligent Office
• Produce correspondence to clients
• Undertake any other duties in keeping with the nature of the position.
• Be conversant with Company procedures and the requirements of the FCA Standards and Rules

To apply for the role candidates should offer;

• At least 3 years’ experience working in an IFA or a Financial Planning Firm
• Good knowledge around Pensions and Investments
• Strong organisational and communication skills
• Proficiency in Microsoft Office and other relevant software
• Knowledge of Financial Planning concepts and strategies
• Working Knowledge of Intelligent Office
• Up to date with current FCA Legislation would be ideal

NJR 14512