NJR Recruitment
Location
Bury, Greater Manchester | United Kingdom
Job description
Location Salary Posted on Reference
Bury £21000 - £26000 06/10/2023 NJR13026
DESCRIPTION
IFA ADMINISTRATOR BURY UP TO 26,000 NJR Recruitment is currently working with a leading provider of business advisory services. A strong Administrator is required to join their team of highly qualified and experienced Financial Planning Consultants based in North Manchester. Working from their offices in central Bury, our client is looking to recruit a good quality and technically minded Administrator with a particular emphasis on Life & Pension product. The role would suit someone who is keen to develop a career within the bouyant Financial Planning market. Supporting a Director who is also a Financial Planner the successful Candidate will be responsible for; Assist IFA's in processing new business from research through to new business completion including Investments, Protection, Pensions (SIPP & DB), Drawdown, Annuities and Mortgages, obtain illustrations (including provider comparisons) and relevant new business documentation. Submission of applications (online and postal) following through to completion, entering data onto IRESS (1st software), along with adviser fees and commission, produce suitability reports using three sixty templates, obtain review documentation in preparation for client review meeting, process fund switches/rebalances online and prepare review report, obtain valuations using various resources. You will also support the Administration team as a general point of contact for daily administration queries and source of knowledge for industry knowledge. The ideal candidate should have knowledge of the following: Avelo / 1st Software, O & M Profiler, AEQUOS Defaqto, FE Analytics, ExWeb with some report writing skills and Life & Pensions administration experience. Those who are looking for career development and encouragement / support whilst working towards industry qualifications are urged to apply. NJR 13026
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