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IFA Administrator
Location | Bury
Salary Up to £30k
NJR Recruitment are delighted to be working with this established financial advisory firm that has been growing since 2009 into a trusted team of experts. Specialising in Wealth Management—particularly Investments, Pensions, and complex cases like Pension & Divorce. They’re known for delivering exceptional advice and service across a broad range of financial planning needs. As an IFA Administrator, you’ll be part of a busy team working for one Adviser. The below duties are carried out by other members of the team also and work is spread across the team taking into consideration experience , workload and capabilities.
Benefits:
- Additional leave
- Casual dress
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site gym
- On-site parking
- Private medical insurance
Responsibilities:
- Loading & maintaining client records onto CRM (Intelligent office) noting vulnerabilities etc if applicable
- Submission of letter of authorities, chasing LOA’s and ensuring return of ALL info requested - speaking to providers - information gathering
- Assistance in Preparing files for 1st meetings/sign up meetings/reviews
- Updating database file with meeting information /new business submissions/withdrawals etc
- Processing review files ensuring files are kept upto date , completing risk profilers, updating adviser to any changes, issuing periodic assessment letters
- Processing /assisting with the processing of new business
- Speaking to clients, providers, trustees
- Processing requests for income /withdrawals
- Updating and maintaining valuations
- Assisting team with fund switch administration
- Ensuring compliance requirements are met at all times
Essentials (Preferred but not essential):
- Minimum Experience of 12 months in financial services industry
- Platforms they use are Quilter , Abrdn Elevate and Abrdn wrap predominantly but not limited to
- Strong Microsoft word and excel skills
- GCSE Maths and English, C grade or above
- Experience of dealing with high levels of administration
- Fast and accurate data input skills
- Excellent team-worker
- Conscientious and willing to learn
If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15791
