IFA Administrator

NJR Recruitment are thrilled to be working with an established Independent Financial Advisory Firm, who is seeking an experienced and talented IFA Administrator to join their team.

This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.

What's on offer!
Genuinely competitive salary
25 Days holiday + Bank Holidays
Hybrid Working
Flexible hours Available
Study support
Ongoing development and progression
Company Pension

The main purpose of the role will be to support Financial Planners and the Senior Paraplanner will all aspects of the administration including the following:

Processing New Business
Dealing with client queries
Managing an Adviser's diary
Creating meeting packs
Liaising with a variety of providers
Assisting the Paraplanner with product research and report writing

This role will be of key importance within the business and the successful candidate must have previous financial services and administrative experience within a fast-paced environment. Those from independent advice environments would be of particular interest. You will be able to demonstrate the ability to effectively plan and organise your workload and the initiative to resolve issues quickly in an appropriate manner.

Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products.
The ideal candidate will need to have previous experience working within a Financial Service environment and an up to date knowledge of regulations and legislation.

If you are ready for your next stage in your career and want to join a thriving company, then apply today or for more information please contact one of our specialist consultants and quote job reference NJR15399