IFA Administrator

Location | Elland

Free on-site Parking

Salary |

NJR Recruitment are working in partnership with a firm of Independent Financial Planners who have been offering comprehensive and impartial financial advice for individuals, businesses, and charities who now require a Financial Planning Administrator to join their friendly team.

What's in it for you?

23 days holiday bank holidays increasing with service

Private Health Insurance

Enhanced Pension

Income Protection

Death in Service cover

Free On-site parking

Company events

Health & wellbeing programme

The successful candidate will provide administrative support to the Wealth Planner and duties will include:

• Ensure accurate client records are maintained
• Diary management
• Submission and processing new business
• Meet and greet visitors
• Being the main point of contact for all incoming telephone calls
• Mailbox and Post management
• Able to produce interim client portfolio valuations as and when required

What do we need from you?

Previous experience working in financial planning

Good knowledge of pensions and investments

Strong communication skills

Good knowledge of Excel

If you are a career administrator looking to join a firm that can offer long term stability and a genuinely nice place to work, then apply today or contact NJR Recruitment quoting Ref: NJR15280 for more information

NJR15962