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Job Location | Redcar |
Education | Not Mentioned |
Salary | £23,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Redcar area.Our Client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available to join their client services team asan IFA AdministratorWorking from their office, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge within HNW Pensions & Investments, with excellent experience of delivering a first class serviceto Clients.This role will include:Providing efficient administrative support to a number of IFAsPreparation of correspondence including letters and emailsBeing the main point of contact for IFAs, clients, life offices and members of the businessMaintenance of all administration systemsEnsuring daily workflow is completed Assist with the management of the IFAs portfolio of existing businessPrepare new business and review packs Undertake general administration tasks including filing, photocopying and scanning dutiesWhats in it for you 25 days annual leaveA day off for your birthdayContributory pension schemePrivate HealthcareLife assuranceHealth insuranceCharity volunteer daysCareer DevelopmentCycle to work schemeIdeally, those applying will offer whole of the market product knowledge with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those whoare keen to progress.For further information please contact one of our specialist consultants quoting REF: NJR14402