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NJR Recruitment
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Altrincham, Greater Manchester
IFA Administrator
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Job Type: Full-time |
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Salary: £18,500 per annum |
Overview
NJR Financial Services have been instructed to work exclusively with a small and established firm of Financial Advisers. An experienced Administrator is required to join an expanding team consisting of seven including Advisers and Support. Providing direct support to two Financial Advisers and working alongside two other Administrator, the successful candidate will thrive off providing first class administrative support and enjoy being the first port of call for clients. Daily duties will consist of; Preparing and submitting quotes and applications for Protection, Investment, Pensions and Mortgages products Responsible for all new business processing Liaising with clients and providers Preparing pre-meeting packs for the Adviser/Director Rebalancing and maintaining investment portfolios Using Intelligent Office as well as a number of provider Platforms A strong team player is required. You will be a professional communicator with the ability to build business relationships with providers and clients. Use of WRAP Platforms is essential. Those offering use of Intelligent Office are also beneficial. If you are looking for a good Administration role where you will be the sole support function to a very busy and absolutely wonderful Adviser / Director then this is a fantastic opportunity. NJR 9933