Product Features
Blog
Contact Us
Sign In
NJR Recruitment
,
York, North Yorkshire
IFA Administrator
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £20,000 per annum |
Overview
IFA Administrator York £20,000 - £25,000 We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Administrator to join their team. Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews for those that want it. Duties will include: Processing new applications Dealing with client queries Obtaining quotes and valuations Liaising with product providers and chasing information General administration duties What we are looking for: Strong working knowledge and experience of financial services Ability to prioritise own workload as well as being a good team player Be able to demonstrate accuracy and attention to detail in written and numerical work Excellent communication and interpersonal skills Previous experience of Adviser Office preferred but not essential If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR9966