Job Description
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