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NJR are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands. Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a Financial Planning Administrator to join their organisation working out of their office based centrally in the Warwick area.
Our client offers a first first-class experience to their clients and staff alike. The successful candidate will be responsible for providing technical support in relation to all Pensions & Investments Products to one of the companies top performing Financial Advisor's who has built up a client bank of high net worth clients.
Daily duties will include:
- Report writing / preparing client financial planning reports and fund switch/review reports
- Complete research including performance/charges information/illustrations
- Complete relevant tax calculations i.e. CGT/IHT/Chargeable events
- Due Diligence and Central Research records maintained for business and kept up to date
- Some new business processing
- Valuations issued to clients
- Obtaining illustrations/research - using Exchange/Exweb, O&M
- Client liaison by phone and some face to face
- Preparing client files and reviews for advisers/appointments
- Review preparations including valuation reports
The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use and back office systems. Those who are working towards the CII Diploma in Financial Planning or who has the desire to become qualified are of high interest.
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: NJR 15226
