FINANCIAL PLANNING ADMINISTRATOR

FINANCIAL PLANNING ADMINISTRATOR

LOCATION | CREWE AREA

SALARY | UP TO 28,000

BENEFITS |

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;

o Assist independent financial advisers in administering financial plans and investment proposals

o Maintain, setup and update internal client files and records

o Process account applications, transfers, and other paperwork

o Servicing existing business ie. Policy surrenders, fund switches, policy changes etc

o Managing administration tasks on back-office system software

o Prepare paperwork for client meetings ie. Valuations, new business applications, review documentation to clients

o Liaising with product providers and third parties

o Dealing with Letters of Authority

o Adhering to compliance regulations and accurate recording of data

o Liaising with team members to ensure client needs are met effectively and efficiently

o Arranging client meetings

o Emails, incoming and outgoing post and general office duties

o 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

NJR15754

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