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Submit CV
£18000 - £22000 per annum
BBBH3721-JM_1552716450
Permanent
Apply Now


A highly respected Chartered Financial Planning practice who provide whole of the market financial solutions are now delighted to be able to add to their team with the addition of a IFA Administrator to their office in the Nottingham area.

Working as part of a face paced, busy and very friendly team you will be supporting a team of IFA's alongside the Administration team. The successful IFA Administrator will be responsible for;

  • Liaising with Companies/Providers to chase for client financial information
  • Management of client database systems and internal intranet systems
  • Production of reports by collating information from various sources
  • Meeting preparation documentation
  • Diary and email management
  • Downloading Financial Services Wealth Accounts and client valuations
  • Chasing up Letters of Authority and liaising with product providers.
  • Preparation of illustrations
  • Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitors


This role comes with a number of excellent benefits such as:

  • Pension scheme
  • 25 days holiday
  • Death in Service benefit
  • Private Health Insurance



This is a progressive role and the ideal IFA Administrator candidate needs to be computer literate with the ability to use all standard Microsoft products Word, Excel, Powerpoint and Outlook to a good standard. You should be highly organised, able to work on your own initiative as well as follow instructions.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 413 6943

 

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Whether a client or candidate, we are keen to hear from you. Please feel free to contact us on the
details below, or get in touch via our social media channels.

J2 Recruitment · Unit 2.2 Waulk Mill · 51 Bengal Street · Manchester · M4 6LN · 0161 713 4124 / 4127 · info@j2recruitment.co.uk
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