NJR are currently working with a very well established and highly successful Wealth Management practice, who have a strong presence in the market place. As a result of organic growth they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business.
This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments.
Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion.
Communication to clients throughout the transaction process.
Requesting and collating financial information.
Preparing application forms and client documentation.
General client administration and communication.
Addressing complex administration queries and investigating any problems.
Providing support to financial planning advisers and paraplanners as required.
The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect.
For more information please contact one of our specialist consultants quoting REF:NJR9168