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Junior IFA Administrator
Harrogate
26,000 - 32,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What's in it for you?
- Excellent basic salary
- 27 Days Holiday + Bank Holidays
- Close for Christmas
- Death in Service Cover
- Free Parking
- Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
- Processing new business applications
- Placing investment trades
- Obtaining bespoke valuations and illustrations
- Liaising with clients, providers and other 3rd parties
- Dealing with Letters of Authority
- Building model portfolios
- Extensive use of Excel spreadsheets
What do we need from you?
- 12 months experience in wealth management
- Good knowledge across pensions, investments, trusts and tax planning
- Strong Excel knowledge including pivot tables and formulas
- Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15749
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