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CLIENT SERVICES ADMINISTRATOR - Pensions & Investments
Location : Knutsford
Salary: Up to 28,000
NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is commitment to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is available for an ambitious and talented candidate to join their expanding team. Working from a prestigious location in South Manchester, the successful candidate will be responsible for providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners. This is an extremely busy role working in a vibrant team where your duties will include;
Processing of new business
Client management
Servicing existing business
Platform based work
Creating Illustrations & Client Valuations
Regular contact directly with clients & wrap/platform providers
To apply for the role candidates should have at least 12 months experience working for a firm of Financial Planners with knowledge of Pensions, Investments and Protection products.
Those who are keen to work towards the R0 exams will be fully encouraged and financially supported. Experience of using Platforms and Intelligent Office is also a distinct advantage. REF 15040
