IFA Administrator - NJR Recruitment : Job Details

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

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