Hiring Now: Junior IFA Administrator Near You – Apply Today!
Your Next Junior IFA Administrator Job Starts Here – Apply Now!
Junior IFA Administrator
Job Posted: 22 hours ago
Salary: £ 26,000 - 32,000 / Annum
Job Type: Permanent
Location: Harrogate, North Yorkshire
Expire in: a month
Job Description
Junior IFA Administrator
Harrogate
£26,000 - £32,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What's in it for you?
* Excellent basic salary
* 27 Days Holiday + Bank Holidays
* Close for Christmas
* Death in Service Cover
* Free Parking
* Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
* Processing new business applications
* Placing investment trades
* Obtaining bespoke valuations and illustrations
* Liaising with clients, providers and other 3rd parties
* Dealing with Letters of Authority
* Building model portfolios
* Extensive use of Excel spreadsheets
What do we need from you?
* 12 months experience in wealth management
* Good knowledge across pensions, investments, trusts and tax planning
* Strong Excel knowledge including pivot tables and formulas
* Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15749
#FINBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Junior IFA Administrator job near me in Harrogate, North Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).