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NJR Recruitment
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Knutsford, Cheshire
Experienced IFA Administrator
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Experienced IFA Administrator Up to £26k Knutsford NJR Recruitment is working in partnership with a Chartered firm of Wealth Planners who offer a unique and modern approach to financial planning for high net worth Individuals. Due to company expansion they now have an exciting opportunity available for an ambitious and talented individual to join their administration team. Working from a prestigious location in South Manchester, the successful candidate will be responsible for providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners. This is an extremely busy role working in a vibrant team where your duties will include; Processing of new business Client management Servicing existing business Platform based work Creating Illustrations & Client Valuations Regular contact directly with clients & wrap/platform providers To apply for the role candidates should offer a couple of years’ experience working for a firm of Financial Planners with knowledge of Pensions, Investments and Protection products. Experience of using Provider Platforms and Intelligent Office is also a distinct advantage. Those who are keen to work towards the R0 exams will be fully encouraged and financially supported with a view to moving into their paraplanning team within a couple of years.