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Ifa administrator

Leicester
Permanent
NJR Recruitment
Ifa administrator
£28,000 a year
Posted: 13 April
Offer description

IFA Administrator Grantham Salary up to £28,000 Looking to build a long-term career in Financial Planning? This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning. NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally. You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future. What you'll be doing: o Supporting Financial Planners and Paraplanners with day-to-day administration o Processing new business across pensions, investments and protection products o Preparing client meeting and review documentation o Liaising with clients and product providers o Maintaining accurate records on back-office systems o Gaining hands-on experience across the full financial planning process What we're looking for: o Industry-related experience within Financial Planning / IFA is essential o Alternatively, strong transferable experience within financial services o Excellent communication and organisational skills o A genuine interest in progressing into Paraplanning o Motivated, detail-focused and professional What's in it for you: Fully funded professional exams Clear progression into a Paraplanner role Supportive and collaborative team culture Exposure to high-quality HNW client work Long-term career development in a growing firm Interested Contact NJR Recruitment quoting REF: NJR16406 for more information.

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