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Development into Paraplanning
Exam support and Funding
** Candidates who come from a transferable Financial background (such as a provider background) OR who hold Industry related qualifications will be considered **.
NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing Administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer variety in relation to administration related and telephony based tasks as well as having involvement with the Clients on a regular basis.
This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support, the business have an excellent reputation for providing bespoke Financial Planning Advice to an extensive Client Bank consisting of High Net Worth Individuals. You will benefit from working as part of a friendly team who operate a family culture, and provide ongoing training and development.
Responsibilities
" Administration Support to the company's Financial Advisers
" All aspects of support including New Business Submission, Inputting to Back Office and Network systems, LOA responsibility, Chasing outstanding case information, client review preparation and general office duties
" Providing direct support to a team of Financial Consultants,
" Processing of new applications for Pensions, Life Assurance and Investments with all providers from inception to completion
" Liaising with clients in relation to various queries
" Maintaining an electronic record of all new business applications in order to keep consultants up to date
" Preparing meeting documentation
" Updating the back office system.
The successful candidate will need to have previous experience working within a Financial Planning/IFA environment. You will have solid communication and articulation skills as well as the ability to multi-task.
Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of specialist consultant quoting REF: NJR15663
