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Bewdley, Worcestershire
Financial planner
Financial Planning Assistant

Financial Planning Assistant

NJR Recruitment

Posted 8 hours ago, valid for 9 days

Bewdley, Worcestershire DY12 2QW, England

Full Time

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Sonic Summary

The Financial Planning Assistant position in Kidderminster offers a salary of up to £28,000 along with various benefits.
Candidates are expected to have previous experience in the Financial Services industry and a proven track record in providing high-quality administration support.
Key responsibilities include compiling cases for processing, managing client queries, and maintaining accurate records using back office systems.
The ideal candidate should be self-motivated, possess excellent communication skills, and be working towards CII level 4 qualifications.
This role is with a reputable firm known for its integrity and commitment to superior client service.

Financial Planning Assistant

Kidderminster

Up to £28,000

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 NJR15468

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