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NJR Recruitment
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Didsbury, Manchester, Greater Manchester
IFA Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Our Client, a firm of Independent Financial Advisers based in South Manchester was founded in 2002. They provide financial advice to individual and corporate clients across the UK, and specialise in: Pensions, Investments, Estate-Planning and Protection. An additional Administrator is now required to form part of their growing a professional team. The successful Candidate will join as a Client Support Administrator where you will provide first class Admin support to the Financial Advisers, including the Director. Duties will consist of; Processing new business and applications Preparing client review packs Receiving and implementing requests from financial planners Maintaining up to date client files and data Liaising with clients and providers Liaising with the company's service providers Opening and dealing with post Scanning documents up to the company's back office system Candidates applying for the role will have previous experience working within Financial Services, ideally within an IFA Practice, however those form a Provider background (Royal London / AJ Bell) will be considered. Those who are ambitious and keen to work towards industry related examinations and develop and long and successful Career will be fully supported. REf: NJR10069