Senior IFA Administrator
Harrogate
£28,000 - £37,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What's in it for you?
* Excellent basic salary
* 30 Days Holiday + Bank Holidays
* Close for Christmas
* Hybrid Working
* Excellent Enhanced Pension Scheme
* Death in Service Cover
* Critical Illness Cover
* Income Protection
* Private Medical Insurance
* Full Dental Cover Package
* Free Parking
* Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
* Processing new business applications
* Placing investment trades
* Obtaining bespoke valuations and illustrations
* Liaising with clients, providers and other 3rd parties
* Dealing with Letters of Authority
* Building model portfolios
* Extensive use of Excel spreadsheets
What do we need from you?
* Previous experience as an IFA Administrator
* Excellent knowledge across pensions, investments, trusts and tax planning
* Strong Excel knowledge including pivot tables and formulas
* Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today
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