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Job Location | Bolton |
Education | Not Mentioned |
Salary | 23,000 - 28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
WEALTH MANAGEMENT ADMINISTRATORLOCATION: BOLTONUP TO £28,000 + BENEFITSNJR 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 inBolton on 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.Excellent Benefits are on offer such as;" Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross)." Death in Service cover - 3 x salary" Personal development - structured training and development plan" Free on-site parkingNJR 11277