IFA Administrator

IFA Administrator
Castleford

£25,000 - £30,000

NJR Recruitment are delighted to be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team.

What's in it for you?

• Relaxed office environment
• Enhanced Non Contributory Pension
• Excellent Bonus Package
• Exam Support where wanted
• Progression and development
• 21 days holiday plus bank holidays increasing in time to 25 days

Providing ongoing support to a small team of Financial Advisers this role will include:

• Liaising with clients, providers and other 3rd parties
• Dealing with the incoming and outgoing post
• Processing new applications
• Sending LOA information requests and logging these on the back-office system
• Preparing meeting packs
• Obtaining valuations and illustrations
• General office administration

What we need from you?

• Previous experience working in a similar role within financial services is essential
• Experience in submitting new business/applications on provider sites
• Excellent communication skills
• Good telephone manner
• Friendly and personable
• Strong computer skills and those with Intelligent office experience would be of most interest

If you are looking for a new role with a leading local IFA firm, apply today or contact NJR Recruitment for more information quoting NJR15409