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Job Location | Leeds |
Education | Not Mentioned |
Salary | £20,000 - £23,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Junior IFA AdministratorLeedsSalary: up to £23,000NJR are currently working with a leading Independent Wealth Management Advisory firm based in North Leeds who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.The main purpose of your role will be to provide admin support services to an extremely successful Financial Planner, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.Responsibilities include:Processing New BusinessLiaising with clients and providersObtaining valuationsChecking all compliance paperwork is presentProvide support to a busy financial plannerPreparing illustrationsPrepare basic suitability lettersWhats in it for youOngoing Development and TrainingFull study supportAnnual Bonus22 Days Holiday + Bank HolidaysPensionDeath In Service CoverOur client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. Those applying will have a recent financerelated degree and an eagerness to pursue a career in wealth management.This is an excellent opportunity for someone looking for the first role in financial planning! For further information please contact one of our specialist consultants quoting REF: NJR14819