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IFA Support Administrator

NJR Recruitment
Job LocationIlkley
EducationNot Mentioned
Salary£20,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

IFA Support AdministratorLocation: Ilkley Salary: £20,000 - £25,000 NJR Recruitment is currently working in partnership with a well-known professional services firm, operating from their beautiful offices in Ilkley, on a new and exciting role for an experienced Paraplanner to join their Wealth Management division.The successful candidate will assist with the day to day running of a growing Financial Services business. You will be supporting the advisers in the provision of financial planning advice to clients both private and corporate.Responsibilities

  • 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 FCA conduct rules.
    • What’s on offer:
  • 35 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.
  • 22 days holidays + bank holidays.
  • Regular social events.
  • Structured personal development.
  • Free on-site parking.
    • The successful candidate will need to have previous experience working as an IFA Support Administrator - preferably within a financial services/accountants environment. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. Those offering knowledge of IRESS Adviser Office will be of high interest!For further information please contact one of our specialist consultants quoting REF:NJR10085

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