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Junior IFA Administrator

Junior IFA Administrator

NJR Recruitment

Posted 21 hours ago, valid for 19 days

Harrogate, North Yorkshire HG3 4JL

Full Time

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Sonic Summary

NJR is seeking a Junior IFA Administrator in Harrogate with a salary range of £26,000 - £32,000.
The role involves providing administrative support to high net worth clients, including processing applications and liaising with various parties.
Candidates must have at least 12 months of experience in wealth management and a strong knowledge of pensions, investments, trusts, and tax planning.
Proficiency in Excel, including pivot tables and formulas, is required, along with being a good team player.
The position offers benefits such as 27 days of holiday, flexible hours, and death in service cover.

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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