Client Service IFA Administrator

Client Service Administrator

Salary £27,000 - £30,000 DOE + Excellent benefits!

Stoke on Trent

NJR Recruitment are currently working with an award-winning Chartered Accountancy & Financial Advising Practice in the Stoke on Trent. Offering high quality Financial Advice to both individuals and businesses, our client is now looking for an Administrator to work directly with the experienced IFA Administrators & Paraplanners.

Responsibilities:

After a proper induction to the business, you will work alongside two other Executive Assistants and the rest of the wider team to assist with their aim to provide a great client experience throughout their advice process.

• Preparing annual review documentation for pre and post annual review meetings.

• Corresponding with both clients and providers to ensure Adviser recommendations are correctly implemented.

• Obtaining quotes and submitting / collating applications.
• Working closely with our Advisers and Paraplanners to ensure tasks are completed according to priority and that all client queries are dealt with effectively.

• To provide a first point of contact to clients and handle all queries except for technical or advice related matters.

• Preparing client paperwork.
• To help handle all client related post.
• General office duties (filing / scanning, answering calls and queries).
• Maintaining the back-office system.

Must be:

• A Team player - work better when we all work together
• Passion - passionate people make the future brighter
• Ambition - always push yourself. But always be yourself
• Community - giving back today builds legacies tomorrow
• Honesty - every great business is built on honesty

Benefits for you:

• Great salary
• Generous holiday allowance - 25 days holiday plus bank holidays
• 4x Death in service benefit
• Flexible-working hours
• Training
• Access to Spectrum Life, our new Mental Health & Wellbeing Support Solution
• Annual health MOTs
• Community and environmental work
• A newly refurbished and modern office
• Free onsite parking

If this sounds like a role you would be interested in, apply online or call to speak to one of our specialist consultants quoting reference NJR15728

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