IFA Administrator

NJR Recruitment are delighted to be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team. What's in it for you? Relaxed office environment Enhanced Non Contributory Pension Excellent Bonus Package Exam Support Progression and development 21 days holiday plus bank holidays increasing in time to 25 days Providing ongoing support to a small team of Financial Advisers this role will include: Liaising with clients, providers and other 3rd parties Dealing with the incoming and outgoing post Processing new applications Sending LOA information requests and logging these on the back-office system Preparing meeting packs Obtaining valuations and illustrations General office administration What we need from you? Previous experience working in a similar role within financial services is essential Experience in submitting new business/applications on provider sites Excellent communication skills Good telephone manner Friendly and personable Strong computer skills and those with Intelligent office experience would be of most interest If you are looking for a new role with a leading local IFA firm, apply today or contact NJR Recruitment for more information quoting NJR15255 #fin TPBN1_UKTJ