Financial Planning Administrator

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Eastleigh area.
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
Whats in it for you?
Hybrid working
25 days annual leave
A day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Career Development
Cycle to work scheme
Working 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 service to clients.
This role will include:
Providing efficient administrative support to a number of IFA's
Preparation of correspondence including letters and emails
Being the main point of contact for IFA's, clients, life offices and members of the business
Maintenance of all administration systems
Ensuring daily workflow is completed
Assist with the management of the IFA's portfolio of existing business
Prepare new business and review packs
Undertake general administration tasks including filing, photocopying and scanning duties
Ideally, those applying will offer a minimum of 12 months experience working in a similar role with whole of the market product knowledge and 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 who are keen to progress.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR15180
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