Location
Salary
Posted on
Reference

Aberdeen
£28000 - £32000
19/04/2023
NJR13667

IFA ADMINISTRATOR - PENSIONS & INVESTMENTS
LOCATION: Leicester
SALARY: AROUND £26,000 - £30,000

BENEFITS
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your core benefits package includes the following:


Share Incentive Plan

Workplace Pension

Life Assurance

Income Protection

Health Cash Plan


Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Aberdeen - probably on a 3 day office, 2 day home basis.


THE ROLE


The successful Candidate will be required to contact clients, manage and administrate a portfolio of clients while providing continued support to the consultants. General day to day tasks will involve;


Work closely with the consultants to support and ensure clients’ needs are met, this may include attending client meetings with the consultant(s)

Maintain strong relationships with clients

Manage all aspects of client affairs in a prompt and efficient manner
Plan, organise and prioritise workload to maintain agreed service standards
Processing new business applications

Create client valuations and illustrations
Liaise with Providers

Develop and maintain good working relations with internal and external contacts

Candidates applying for the role should either come from an Administration background working for an IFA Firm gaining knowledge of Pensions & Investments, or from a provider.


NJR 13582