£Negotiable Bens Bonus
This established and extremely friendly IFA practice is seeking to hire an experienced administrator to join their team. In addition to the basic salary, the firm also has a bonus scheme and a good benefits package.
This is a new role due to expansion and they offer career progression and totally support and encourage industry exams for all employees.
Specifically the role with involve:
Entering new business onto IRESS/Adviser Office
Working with platforms
Preparing and completing review packs for the paraplanners
Create cash flow plans using Voyant
Prepare projections and reports using Selecta Pension
General client administration
Preparing for client pension clinics
Pensions administration including some auto enrolment
You will need:
At least two / three years’ experience gained from an IFA firm
Enjoy working in a small working environment where you may be required to turn your hand to new things
Be familiar with using platforms
Some exposure to auto enrolment would be useful
By sending us your information, you acknowledge that it will be held and processed by James Associates Recruitment Ltd, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss recruitment opportunities.