IFA Administrator

IFA AdministratorChesterfield£28,000 - £32,000NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team.This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services.The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service.The RoleProviding full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About YouPrevious IFA / Financial Planning Administration experience is essentialGood understanding of pensions, investments and protectionExcellent attention to ..... full job details .....