Senior IFA Administrator

Senior IFA Administrator

Harrogate

£28,000 - £37,000

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
• 30 Days Holiday + Bank Holidays
• Close for Christmas
• Hybrid Working
• Excellent Enhanced Pension Scheme
• Death in Service Cover
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Full Dental Cover Package
• 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?

• Previous experience as an IFA Administrator
• Excellent 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 NJR16542