Financial Planning Administrator
Location: Derby (Home Based)
Exam support and funding
NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners, who are now seeking a talented Financial Planning Administrator to join their practice based in the Derby area.
This role would suit someone who is looking to join a well-structured Business that offers clear career development and on-going support. With an excellent industry reputation, the successful candidate will benefit from working as part of a friendly team, market standard employee benefits and a competitive salary.
Administration Support to the company\'s Financial Advisers
All aspects of support including New Business Submission, Inputting to Back Office and Network systems, LOA responsibility, Chasing outstanding case information, client review preparation and general office duties
Providing direct support to a team of Financial Consultants,
Processing of new applications for Pensions, Life Assurance and Investments with all providers from inception to completion
Liaising with clients in relation to various queries
Maintaining an electronic record of all new business applications in order to keep consultants up to date
Preparing meeting documentation
Updating the back office system.
The successful candidate will need to have previous experience working within a Financial Planning/IFA environment. You will have solid communication and articulation skills as well as the ability to multi-task.
Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of specialist consultant quoting REF: NJR11812