Financial Planning Administrator - NJR Recruitment : Job Details

Company Pension (3% & 5%)

Salary is circa. £28k which is negotiable, dependant on experience

23 Days Annual Leave

Free onsite parking

NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard of administrative support. Working alongside a team of 4 Advises including the MD, and five Administrators in which you will be responsible for;

• Assist independent financial advisers in administering financial plans and investment proposals
• Maintain, setup and update internal client files and records
• Process account applications, transfers, and other paperwork
• Servicing existing business ie. Policy surrenders, fund switches, policy changes etc
• Managing administration tasks on back-office system software
• Prepare paperwork for client meetings ie. Valuations, new business applications, review documentation to clients
• Liaising with product providers and third parties
• Dealing with Letters of Authority
• Adhering to compliance regulations and accurate recording of data
• Liaising with team members to ensure client needs are met effectively and efficiently
• Arranging client meetings
• Emails, incoming and outgoing post and general office duties
• Telephone calls with providers and communicating with clients on the telephone and via email

Candidates applying for the role should ideally have around two years’ experience working in a similar job, ideally within Financial Planning however those from a Provider background will be considered. Experience using Intelligent Office is preferred, and it goes without saying that excellent telephone and communication skills are required

NJR15337