IFA Administrator - Sports Team

NJR Recruitment
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
A large and award winning firm of Chartered Financial Planners based in the heart of Cheshire are now looking to recruit an experienced Client Support Administrator to join their offices 15 minutes outside of Stockport.

This is an exciting and interesting opportunity to work within the Sport Team. Advising mainly Premiership Footballers, Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers, an Office Manager, Junior Administrator and Paraplanner, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required.

Daily duties will be varied consisting of;

" Processing new business applications
" Creating Client Illustrations & Valuations
" Use of Provider Platforms
" Liaising with very HNW Clients and Sports professionals
" Diary management and organising Consultants diaries

This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.

This job was originally posted as www.totaljobs.com/job/78965551