IFA Administrator - NJR Recruitment : Job Details

IFA Administrator

NJR Recruitment

Job Location : Leicester, UK

Posted on : 05/11/2024 - Valid Till : 17/12/2024

Job Description :

Our client is extremely dynamic and provides an environment for driven individuals to thrive, you will be provided with a highly competitive basic salary and market leading benefits.

Responsibilities:

-Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules & regulations consistently

-Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the company

-Keep up to date with all relevant financial product, legislative and technical changes, as required

-Maintain a high level of professionalism and courtesy in all client interactions

-Adhere to the company's ethos and values, consistently

-LOA administration and processes

-Processing new business applications

-Raising client appointment packs ahead of meetings

-Valuations

-Photocopying

-Letter writing

-Communicating regularly with providers

-General administrative duties when required

Ideal experience:

-5 years' experience working within an administration role, within the professional services market

-Understanding of regulations/compliance advantageous

-A working knowledge of Microsoft Word, Excel, and Outlook with the ability to get to grips with, what might be an unfamiliar software package

-Excellent customer facing interactions, good administration skills/phone manner and IT skills

-Able to stay focused on tasks, despite distractions and interruptions

-Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process

-Open to adapting to evolving work practices, with a flexible approach to tasks and processes

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and can work within a faced paced busy, professional, and growing firm.

Please quote REF:NJR15317

Salary : 25000 - 28000

Apply Now!

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