Junior IFA Administrator

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

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