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Benefits
Early Finish (4pm) on a Friday
- Extra Days annual leave for your Birthday
- Fully Funded Exams and Exam Leave
- 8% Pension Contributions
- Death in Service 4 x Salary
- Office is closed between Christmas and New Year and no Annual Leave will be used for this.
NJR Recruitment are partnered with a well-established firm of independent financial advisers who have an exciting opportunity for a Technical Financial Planning Administrator/Junior Paraplanner to join their expanding team. This client is known for their excellent reputation based on integrity and commitment to providing superior service to their clients.
Key Responsibilities:
Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:
- Fact Find
- Quotes
- Application form
- Other related paperwork
- Processing High Risk business (Ad Hoc):
- BED/ISA
- Top Up
- Fund switches
- Changes to contributions
- Withdrawals
- Production of Post Investment Valuations
- Use of the back office systems (Intelligent Office & Volume) by way of accurate record keeping, client file updating, and scanning allocation to relevant client file
- IFA point of contact for all queries relating to the case both pre and post submission
Experience and Skills:
- Previous Financial Services industry experience
- A proven track record in providing high quality administration support
- Working towards CII level 4 qualifications would be desirable
- Excellent communication skills both verbal and written
- Ability to effectively manage your own time and achieve strict timescales
- Excellent attention to detail
- Strong team player
- Our Client is looking for a Self-motivated, driven, passionate individual, to join them and hit the ground running. You will be a professional individual who is committed to delivering a high degree of client care and someone who takes pride in their output of work.
If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR
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