IFA Administrator

NJR Recruitment
Harrogate, UK
25 Jul 2019
01 Aug 2019
Contract Type
Full Time
IFA Administrator

Location: Harrogate

Salary: £23,000 - £28,000

(Part time, 4 days a week)

NJR are currently working with a small, regional Independent Financial Advisory Firm, who are now seeking a pro-active, experienced IFA Administrator to join their already well established team.

This role will suit someone who has been working within financial services and has experience of pensions & investments as well as delivery of first class service to Clients and Consultants. You will be working for a professional firm with an excellent reputation for training staff in a friendly and welcoming environment.

  • Providing support to Financial Planners to ensure delivery of consistent service and excellent client outcomes
  • Building and developing effective client relationships
  • Preparation of meeting paperwork for existing clients
  • Obtaining accurate client portfolio valuations and FE Analytics rreports
  • Review and updating of Voyant Cashflow Forecasting software, in preparation of client reviews
  • Liaison with third party fund managers and external fund management platforms
  • Supporting transfer of servicing and new client on-boarding to ensure that all tasks are carried out to FCA regulatory requirements
  • Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients

The successful candidate must have previous experience as an administrator working within an IFA practice with knowledge of investment, pensions and protection. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.

For further information please contact one of our specialist consultants quoting REF:NJR 9153

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