Product Features
Blog
Contact Us
Sign In
NJR Recruitment
,
Sheffield, South Yorkshire
IFA Administrator
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £20,000 per annum |
Overview
IFA Administrator Sheffield £20,000 - £25,000 NJR Recruitment is representing a highly regarded Chartered Wealth Management organisation that is based in the Sheffield area. Our Client holds an excellent reputation within the industry and provide Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available for an experienced IFA Administrator. Working from beautiful new offices, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments. With excellent experience of delivering a first class service to Clients and Consultant, this role will work directly for two Directors / Financial Planners consisting of: Providing efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Being a point of contact for IFA's, clients, life offices and members of the business Maintenance of all administration systems Ensuring daily workflow is completed Assisting with the management of the IFA's portfolio of existing business Prepare and format suitability reports Prepare new business and review packs Obtain research Obtain illustrations Undertake filing, photocopying and scanning duties when required Deal with fund switch requests and also be responsible for processing fund switches online Those applying will offer whole of the market product knowledge, with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress. For further information please contact one of our specialist consultants quoting REF: NJR10014