IFA Administrator - 4 days a week - NJR Recruitment : Job Details

IFA Administrator - 4 days a week

Location: Leeds

Up to £30,000 FTE

** Great office location with excellent transport links, free parking on site, generous benefits and bonus structure offered! **

We are delighted to be recruiting for our client , a well-established Independent Financial advisory firm, who are now looking to expand by recruiting a pro-active and ambitious Part Time IFA Administrator to join their growing team based near Leeds city centre

What’s in it for you?

• Hybrid Working
• 25 Days Holiday + Bank Holidays
• Enhanced Pension Scheme
• Free Parking
• Private Medical Insurance
• Death in Service Cover
• Personalised Development Plan
• Ongoing training
• Full study support
• Lots of team/social events

Responsibilities will include:

• Maintaining client records
• Requesting and chasing provider information
• Production of portfolio reports
• Preparing client packs
• Producing review letters
• Organising encashments
• Processing incoming and outgoing post
• Completing Business submission forms
• Supporting the IFA with day to day administrative tasks

What do we need from you?

• Previous experience working in financial services
• Excellent attention to detail
• Strong communication and general admin skills
• IT proficient

This is an exciting and challenging role that would suit a confident, numerate, professional individual, so If you are looking for your next role, apply today or contact NJR Recruitment quoting NJR15935