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IFA ADMINISTRATOR - Sports Professionals - job post

NJR Recruitment
Altrincham
£26,000 - £28,000 a year - Permanent, Full-time

Job details

Here’s how the job details align with your profile.

Pay

  • £26,000 - £28,000 a year

Job type

  • Full-time
  • Permanent

Location

Altrincham

Full job description

IFA ADMINISTRATOR - Sports Professionals

Location : Altrincham

Salary: Up to 26,000 - 28,500

NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.

Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills.

Daily duties will be varied consisting of;

" Processing new business applications - Pensions & Investments

" Creating Client Illustrations & Valuations

" Use of Provider Platforms

" Liaising with very HNW Clients and Sports professionals

" Diary management and organising Consultants diaries

This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.

NJR REF: 15206

#fin

Job Types: Full-time, Permanent

Pay: £26,000.00-£28,000.00 per year

Work Location: In person

Reference ID: NJR: 15206

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