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NJR are currently working alongside a well-established independent firm of Financial Planners with an excellent reputation in the market. A Senior Administrator is now required to work on a 1:1 basis for one of the Advisers in which you will take full responsibility for the new business & client review process.
Our client is extremely dynamic and provides an environment for career motivated people to thrive. The successful Candidate will be provided a competitive basic salary, a good benefits package along with encouragement and support whilst working towards industry related exams. Director.
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
The successful candidate will need to have previous experience working as an IFA Administrator - preferably 2 years +, and will hold a couple of CII exams. A strong understanding and knowledge of processing Pensions & Investments is key.
NJR 14811
