Back to search
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
