IFA Administrator

Location | Bury

Salary Up to £30k

NJR Recruitment are delighted to be working with this established financial advisory firm that has been growing since 2009 into a trusted team of experts. Specialising in Wealth Management—particularly Investments, Pensions, and complex cases like Pension & Divorce. They’re known for delivering exceptional advice and service across a broad range of financial planning needs. As an IFA Administrator, you’ll be part of a busy team working for one Adviser. The below duties are carried out by other members of the team also and work is spread across the team taking into consideration experience , workload and capabilities.

Benefits:

• Additional leave
• Casual dress
• Company events
• Company pension
• Free parking
• Health & wellbeing programme
• On-site gym
• On-site parking
• Private medical insurance

Responsibilities:

• Loading & maintaining client records onto CRM (Intelligent office) noting vulnerabilities etc if applicable
• Submission of letter of authorities, chasing LOA’s and ensuring return of ALL info requested - speaking to providers - information gathering
• Assistance in Preparing files for 1st meetings/sign up meetings/reviews
• Updating database file with meeting information /new business submissions/withdrawals etc
• Processing review files ensuring files are kept upto date , completing risk profilers, updating adviser to any changes, issuing periodic assessment letters
• Processing /assisting with the processing of new business
• Speaking to clients, providers, trustees
• Processing requests for income /withdrawals
• Updating and maintaining valuations
• Assisting team with fund switch administration
• Ensuring compliance requirements are met at all times

Essentials (Preferred but not essential):

• Minimum Experience of 12 months in financial services industry
• Platforms they use are Quilter , Abrdn Elevate and Abrdn wrap predominantly but not limited to
• Strong Microsoft word and excel skills
• GCSE Maths and English, C grade or above
• Experience of dealing with high levels of administration
• Fast and accurate data input skills
• Excellent team-worker
• Conscientious and willing to learn

If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15791