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Financial Planning Administrator

NJR Recruitment
Posted 2 days ago, valid for 17 days
Location

Crewe, Cheshire CW1 5LE

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • NJR Recruitment is seeking a Financial Planning Assistant for a small company of Independent Financial Advisers located near Crewe.
  • The role offers a salary of circa £28k, which is negotiable based on experience, along with a company pension scheme and 23 days of annual leave.
  • The successful candidate will provide administrative support to a team of financial advisers, handling tasks such as maintaining client files and processing account applications.
  • Applicants should ideally have around two years of experience in a similar role, preferably within Financial Planning, although those from a Provider background will also be considered.
  • Experience with Intelligent Office is preferred, and excellent communication skills are essential for this position.

Company Pension (3% & 5%)

Salary is circa. £28k which is negotiable, dependant on experience

23 Days Annual Leave

Free onsite parking

NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard of administrative support. Working alongside a team of 4 Advises including the MD, and five Administrators in which you will be responsible for;

  • Assist independent financial advisers in administering financial plans and investment proposals
  • Maintain, setup and update internal client files and records
  • Process account applications, transfers, and other paperwork
  • Servicing existing business ie. Policy surrenders, fund switches, policy changes etc
  • Managing administration tasks on back-office system software
  • Prepare paperwork for client meetings ie. Valuations, new business applications, review documentation to clients
  • Liaising with product providers and third parties
  • Dealing with Letters of Authority
  • Adhering to compliance regulations and accurate recording of data
  • Liaising with team members to ensure client needs are met effectively and efficiently
  • Arranging client meetings
  • Emails, incoming and outgoing post and general office duties
  • Telephone calls with providers and communicating with clients on the telephone and via email

Candidates applying for the role should ideally have around two years’ experience working in a similar job, ideally within Financial Planning however those from a Provider background will be considered. Experience using Intelligent Office is preferred, and it goes without saying that excellent telephone and communication skills are required

NJR15337

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.