Back to search
NJR are currently working alongside a well-established Independent firm of Financial Planners who have experienced year on year growth. As a result of their continued growth, they now have an exciting opportunity for an ambitious and talented Administrator to join their Birmingham office. Working as part of the Review team, the successful Candidate should demonstrate experience of working in a similar role and will have excellent communication skills.
Daily duties will consist of;
" New Client input into Client Database
" Creating New client packs
" Check Fact Find fully completed
" Input Fact Find details into Client Database
" Prepare & send off authority letters and send to client for signature
" Input policy details of existing plans once received from providers
" Add Activity entries/workflows
" Check all Anti Money Laundering information is current and relevant checks have taken place
" Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
" Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
" New Business Submission
" Submit new business to provider or submit applications on line
" Enter details of case into Client Database
" Track new business and current position, updating Planner/Para planner accordingly
" Ensure all new business has been checked and been signed off (if required)
" Prepare for Client Review
" Update cashflow models in preparation for review meetings
Our client is extremely dynamic and provides an environment for career motivated people to thrive, therefore candidates applying should be dedicated to progressing within the industry. You will be provided with a competitive basic salary, and market leading benefits along with a structured career path. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills.
NJR 15498
