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Wealth Management Administrator

NJR Recruitment
Job LocationBolton
EducationNot Mentioned
Salary22,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-timeB

Job Description

Benefits:

  • 37.5 hour working week, with non-contractual flexible working option
  • Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross)
  • Death in Service cover - 3 times basic salary
  • Benefits portal & cycle to work and subsidised healthcare plan
  • Personal development - structured training and development plan
  • 22 days holidays + bank holidays
  • Free on-site parking
NJR Recruitment are currently working in Partnership with a well-known and established firm of Independent Financial Advisers who are now looking to add to their team an require an experienced IFA Administrator. Joining the Wealth Management division in Boltonon a full-time, permanent basis the successful candidate will support the Advisers in the provision of Financial Planning advice to clients both Private and Corporate.General Duties:
  • Data input of fact find information and documentation onto the back-office system (IRESS)
  • Diarising events throughout the business cycle
  • Producing new business packs and preparation for client meetings
  • Producing client portfolio review information and presenting this with meeting packs
  • Ensuring that the back-office system records are fully updated to enable accurate management information and reporting
  • Liaising with providers and clients as required
  • Maintaining training objectives as agreed
  • Maintaining professional and ethical standards in accordance with regulatory principles for business.
To apply for the role Candidate will have a good amount of experience working within an IFA environment. You will be used to providing direct support to a team of IFAs and should be familiar with Provider Platforms (Standard Life, Aviva and Transact), andthe Back Office System - IRESS Adviser Office

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