IFA Administrator

Job Location	Hasland
Education	Not Mentioned
Salary	22,000 - 26,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Financial Planning AdministratorLocation: ChesterfieldOur Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.This is a fantastic opportunity for an experienced Financial Planning Administrator who is looking to join a stable but growing IFA firm. You will be working for a highly successful business that holds an excellent reputation within the Wealth Managementsector.You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank.Responsibilities:General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filingPreparation for meetings Submitting new business using Intelligent OfficeObtaining valuations and illustrationsLiaising with clients and product providersDealing with Letters of AuthorityRequirements:Previous experience of working within Financial PlanningExcellent attention to detail and strong technical skillsAbility to manage own workloadAble to work under pressure to meet specific time deadlinesStrong team player with a can-do attitude towards the daily challenges of a busy PracticeWhats in it for youGenuinely competitive salary 22 days holiday + bank holidays Closed over ChristmasFree parking Discretionary BonusesPersonalised Training PlanHealth InsurancePensionFull Study SupportThe successful candidate will be given the opportunity to study towards the Diploma in Financial Planning, with full support given by the Practice. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career withinWealth ManagementFor more information please contact one of our specialist consultants quoting REF:NJR13398

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