IFA Operations Assistant

NJR Recruitment
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Part Time: 3 full days
Salary: £26,000 - £28,000 Pro Rata

A small and expanding firm of Chartered Financial Planners based in North Manchester now has a newly created opportunity for an experienced IFA Administrator to join them as an Operations Assistant.

Initially joining of a 3 day a week basis, this may potentially be increased to 4 full days depending on the successful candidate.

Essentially this role is a go-between, between the Advisers & Paraplanner and will work on both complex jobs and some big projects within the business. Dealing with quarterly reporting and reviewing / maintaining the Back Office Systems & Provider Platforms, candidates MUST understand how both work. Those offering experience of Intelligent Office are of high interest.

This is an exciting opportunity to join an expanding business. The role will grow overtime, and the duties / responsibilities of the role will also evolve. Candidates applying MUST come from a Financial Planning background where you will have gained experience of Pensions & Investments. During the absence of the IFA Administrator, you will be responsible for processing new business applications, and creating Client Valuations / Illustrations.

This job was originally posted as www.totaljobs.com/job/78921421