IFA Support Administrator

IFA Support Administrator Location: Ilkley Salary: £20,000 - £25,000 NJR Recruitment is currently working in partnership with a well-known professional services firm, operating from their beautiful offices in Ilkley, on a new and exciting role for an experienced adminstrator to join their Wealth Management division. The successful candidate will assist with the day to day running of a growing Financial Services business. You will be supporting the advisers in the provision of financial planning advice to clients both private and corporate. Responsibilities Data input of fact find information and documentation onto the back-office system (IRESS). Diarising events throughout the business cycle. Producing new business packs and preparation for client meetings. Producing client portfolio review information and presenting this with meeting packs. Ensuring that the back-office system records are fully updated to enable accurate management information and reporting. Liaising with providers and clients as required. Maintaining training objectives as agreed. Maintaining professional and ethical standards in accordance with FCA conduct rules. What's on offer: 35 hour working week, with non-contractual flexible working option. Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross). Death in Service cover - 3 times basic salary. 22 days holidays bank holidays. Regular social events. Structured personal development. Free on-site parking. The successful candidate will need to have previous experience working as an IFA Support Administrator - preferably within a financial services/accountants environment. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. Those offering knowledge of IRESS Adviser Office will be of high interest For further information please contact one of our specialist consultants quoting REF:NJR10085