Job Description
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, and it goes without saying that excellent telephone and communication skills are required
NJR15754
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