IFA Administrator

IFA AdministratorWetherby£28,000 - £37,000NJR are currently exclusively representing one of Yorkshire''s leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.Responsibilities will include:Diary Management Liaising with clients, providers and 3rd parties Processing new businessCreating meeting packs Drafting and sending lettersObtaining valuations and illustrations General office admin What''s in it for you?Salary range: up to £37k depending on experienceDiscretionary bonus8% employer pension contribution25 days holiday + Bank HolidaysPrivate medical insuranceDeath in service coverExcellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essentialStrong knowledge of financial products including GIAs, Bonds, ISAs and SIPP PensionsThose working towards the CII Level 4 Diploma would be of most interestSolid communication and articulations skills.Our client is looking for a ..... full job details .....