Société : NJR Recruitment Lieu : Nottingham England
** * Trainee IFA Administrator ** * Nottingham ** * Salary up to £22,000 Our Client is a well-established Chartered Financial Planning Practice who are based in the Heart of Nottingham City Centre.
An excellent opportunity is now available for an ambitious Trainee IFA Administrator to join their prestigious organization .
Our Client hold an excellent reputation within the Industry for providing bespoke Financial Planning solutions to an extensive Client Bank consisting f ultra-high net worth individuals.
The main purpose of the role will involve working closely with the a team of IFA Administrators and Paraplanners Responsibilities o Processing new business applicationso Obtaining valuations and assisting in the production of Investment planso Assist in production of 'Mindmaps' for Advisers as a result of discovery/fact find meetings;o Regular upkeep of electronic filing systemso Data entry and data quality management on XPlan - our CRM systemo Provision of ad-hoc data, analysis and reports o Welcome clients and visitors to the officeo Responsible for the internal functions related to the managed portfolioso Writing suitability reports for the financial advisers and supporto Maintain and update relevant office processes, procedures and policieso Build and maintain a detailed knowledge and understanding of our record keeping requirements.
o Ensure you are able to use the necessary applications and back office systems to deliver your work.
Requirements Polite, pro-active manner, attention to detail, team player;Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;Experienced financial services administrator (or with significant technical aptitude for the post);Competent user of MS Office applications and ideally Mindmap application.
To apply for the role you will have already obtained experience working within a similar business and will have gained knowledge of processing new business in relation to Pensions & Investments.
Our Client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism.
In return the successful candidate will benefits from an excellent remuneration package and full study support.
For further information please contact one of our specialist consultants quoting REF:
