Job Description

Location
Salary
Posted on
Reference
Milton Keynes
\xc2\xa324000 - \xc2\xa328000
01/12/2023
NJR13405
DESCRIPTION

IFA Administrator
Milton Keynes
23,0000 - 28,000

Early finish every Friday,
Exam support and funding + progression is also available

NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth are seeking a Financial Planning Administrator to join their team.

This role would suit someone who is looking to join a well-structured business that offers clear career development and on-going support. With an excellent industry reputation, the successful candidate will benefit from working as part of a friendly team.

Responsibilities

"Create Files, Create Client record on IO, whilst Issue Letters of authority and Compiling Initial Plan Summaries.
Preparation of Suitability Letters / Reports and KFI
Sourcing application forms, product guides, fund factsheets etc
Pension Transfer research and report preparation
Obtaining client ID
Chasing new business recommendations
New Business Post-Sale
Submission of new business to providers
Existing Business
Review Report Preparation
Fund switches and checking contract notes
Benefits Projection Reports

To apply for the role candidates will have worked in the industry for a number of years and will have \'Whole of the Market\' product knowledge. You will have a sound knowledge of using Provider Platforms, as well as Back Office Systems, and have general all round excellent IT skills.

For more information please contact one of our specialist consultants quoting REF: NJR13405