Senior Ifa Administrator

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.
Whats in it for you?
Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death in Service Cover Critical Illness Cover Income Protection Private Medical Insurance Full Dental Cover Package 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 3 rd parties Dealing with Letters of Authority Building model portfolios Extensive use of Excel spreadsheets What do we need from you?
Previous experience as an IFA Administrator Excellent 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 NJR15265 #fin JTRA1_UKTJ