Junior IFA Administrator
Posted 4 days ago
- Harrogate, North Yorkshire
- Permanent
- £26,000 to £32,000 /Yr
- Sponsored
- Expires In 24 days
Junior IFA Administrator
Harrogate
£26,000 - £32,000
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.
What's in it for you?
* Excellent basic salary
* 27 Days Holiday + Bank Holidays
* Close for Christmas
* Death in Service Cover
* 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 3rd parties
* Dealing with Letters of Authority
* Building model portfolios
* Extensive use of Excel spreadsheets
What do we need from you?
* 12 months experience in wealth management
* Good 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 NJR15749
#FIN
Harrogate
£26,000 - £32,000
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.
What's in it for you?
* Excellent basic salary
* 27 Days Holiday + Bank Holidays
* Close for Christmas
* Death in Service Cover
* 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 3rd parties
* Dealing with Letters of Authority
* Building model portfolios
* Extensive use of Excel spreadsheets
What do we need from you?
* 12 months experience in wealth management
* Good 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 NJR15749
#FIN