Senior IFA Administrator
<p><strong>Senior IFA Administrator</strong></p> <p><strong>Harrogate</strong></p> <p><strong>£28,000 - £37,000</strong></p> <p><br /></p> <p>NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team. </p> <p><br /></p> <p><strong>What's in it for you? </strong></p> <ul> <li><strong>Excellent basic salary </strong></li><li><strong>30 Days Holiday + Bank Holidays</strong></li><li><strong>Close for Christmas </strong></li><li><strong>Hybrid Working </strong></li><li><strong>Excellent Enhanced Pension Scheme</strong></li><li><strong>Death in Service Cover</strong></li><li><strong>Critical Illness Cover</strong></li><li><strong>Income Protection</strong></li><li><strong>Private Medical Insurance</strong></li><li><strong>Full Dental Cover Package</strong></li><li><strong>Free Parking </strong></li><li><strong>Flexible Hours </strong></li></ul> <p><br /></p> <p>The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include: </p> <ul> <li>Processing new business applications </li><li>Placing investment trades</li><li>Obtaining bespoke valuations and illustrations </li><li>Liaising with clients, providers and other 3rd parties</li><li>Dealing with Letters of Authority </li><li>Building model portfolios </li><li>Extensive use of Excel spreadsheets </li></ul> <p><br /></p> <p>What do we need from you? </p> <ul> <li>Previous experience as an IFA Administrator</li><li>Excellent knowledge across pensions, investments, trusts and tax planning </li><li>Strong Excel knowledge including pivot tables and formulas </li><li>Good general team player.</li></ul> <p><br /></p> <p>Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.</p> <p><br /></p> <p>For further information please apply today or contact one of our specialist consultants quoting NJR16542</p>