IFA Administrator

NJR Recruitment; Chester; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

9% Pension

25 Days Holidays

Private medical insurance

4 x Life Assurance

Group Income Protection

On-site parking

Job summary

NJR Recruitment in Chester is seeking an IFA Administrator to join a growing financial planning team. The successful candidate will support senior wealth planners, handle client requirements, prepare documentation, and assist with basic tax calculations within a cohesive advisory environment.

Rewards include a 9% pension, 25 days holidays plus stats and birthday off, private medical insurance, life assurance, and group income protection, plus free on-site parking.

Qualifications

• Experience in Personal Financial Planning, Tax and Cash Flow Planning.
• Level 4 Dip Qualified or Part Qualified (or working towards).
• Ability to assist with basic tax calculations and research.

Responsibilities

• Take ownership of specific client requirements and follow through to completion.
• Process new business applications.
• Manage the client review process.
• Support Financial Advisors with diary management and appointment bookings.
• Liaise with Clients and Providers.
• Prepare suitability reports and cash-flow projections as needed.
• Conduct basic tax calculations and financial research.

Skills

Tax knowledge

Diary management

Client liaison

Research skills

Education

Dip Level 4 or Part Qualified

Tools

Cash-flow software

Job description

IFA Administrator

Location : Chester

Salary up to 32,000 + EXCELLENT BENEFITS & EXAM SUPPORT

FREE ON-SITE PARKING

BENEFITS:

9% Pension Scheme

25 Days Holidays + stats + Birthday Off

Private Medical Insurance

4 x Life Assurance

Group Income Protection

Our Client, a large and independent firm of Chartered Financial Planners are now looking to recruit in to their growing team in Chester. They are looking for someone who has already started a career within Financial Planning, and ideally who is now looking for the next step in their career that will offer exposure to working with High Net Worth Clients. The successful Candidate will provide direct support to some key Advisors, and will form part of a dynamic and growing team.

Reporting in to the Financial Planning Regional Operations Manager, this will be an integral role with high exposure to Senior Wealth Planners and providing them with high quality financial planning support. This role would be the gap in the middle with the added technical knowledge on the side as someone that the team and Advisors could come to for help with basic tax queries and research, therefore those applying will have a basic understanding of Tax (Inheritance Tax) and to be able to calculate basic Tax calculations.

Duties will generally consist of;

" Taking ownership of specific client requirements and follow through to completion

" Processing new business applications

" Managing the client review process

" Supporting the Financial Advisors with their diary management and booking appointments

" Client and Provider liaison

Additionally in this role the successful candidate will also have exposure to some Trainee Paraplanner tasks which will involve;

" Preparing suitability reports

" Updating existing or creating new financial planning cash-flow reports

" Producing, when required, tax and other calculations

" Conduct comprehensive financial research on products using approved research tools

Candidates applying for this role will be working as a Senior Administrator or a Trainee Paraplanner and should demonstrate knowledge, interest and experience in Personal Financial Planning, Tax, and the construction of Cash Flow Planning, research and preparing suitability reports. You will be Level 4 Dip Qualified or at least Part Qualified, with a real technical knowledge.

NJR16988