Job Description
IFA Administrator
Sheffield
NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
What's in it for you?
Genuinely competitive salary
Annual bonus
Free parking
Ongoing training and development
Study support towards CII Diploma
Generous holiday allowance with the option to buy/sell days
Flexible hours
Company pension
Private Health Cover
Loads of social events
Due to expansion, our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and other financial product as well as delivery of first class service to Clients and Consultants.
Responsibilities will include
Diary management
Updating client records on Intelligent Office (IO)
Obtaining information from clients and providers
Dealing with the post
Processing new business
Dealing with Letters of Authority
General office Admin
What do we need from you?
Previous experience in the industry is desirable
Good knowledge on a range of pensions, investment and other financial products
Excellent communication skills
Those offering industry qualifications would be of most interest
This is a great opportunity for an experienced financial planning administrator to join a thriving company that can offer excellent training and development into paraplanning in the future.
For further information please contact one of our specialist consultants quoting REF NJR16499