IFA Administrator

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IFA Administrator

Stockport

Post Date, 18/11/2024

Salary: 25000-27000 per annum

Permanent

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their well-established administration team with another IFA Administrator in the Stockport office. Working in a large team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long-term career in financial planning.

What's in it for you?

  • Generous Salary
  • 25 days holiday + bank holidays
  • Full training and development including full study support toward CII Diploma
  • Company Pension
  • Annual bonus programme for all employees
  • Group income protection
  • Long service awards
  • Buy and sell holidays
  • Private medical insurance - including dental and optical cover
  • Childcare vouchers
  • Great central location

Duties will include:

  • Providing ongoing support and working closely with independent financial advisers
  • Liaising with clients, providers and other third parties
  • Process new business
  • Deal with Letters of Authority
  • Obtain valuations and illustrations
  • Assist with any other general admin tasks when necessary

Working for a credible firm of National Financial Planners it is essential that candidates applying for the role should offer experience working in Financial Services preferably from a Provider or ideally an IFA background. It is imperative that those applying have product knowledge across Pensions & Investments.

NJR 15354

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 7
  • Last Date: 06/01/2025
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