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Permanent

IFA Administrator

Sheffield
money-bag 25000.00-25000.00 Annual
3085439577
Posted 6 days ago

IFA Administrator Sheffield NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. What''s in it for you? Genuinely competitive salary Annual bonusFree parkingOngoing training and developmentStudy support towards CII DiplomaGenerous holiday allowance with the option to buy/sell daysFlexible hoursCompany pensionPrivate Health CoverLoads of social eventsDue to expansion, our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and other financial product as well as delivery of first class service to Clients and Consultants. Responsibilities will includeDiary management Updating client records on Intelligent Office (IO)Obtaining information from clients and providers Dealing with the post Processing new businessDealing with Letters of AuthorityGeneral office AdminWhat do we need from you? Previous experience in the industry is desirableGood knowledge on a range of pensions, investment and other financial productsExcellent communication skills Those offering industry qualifications would be of most interest This is a great opportunity for an experienced financial planning

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