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NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. This is a full-time office-based role. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review.
Duties of the Client Review Team Administrator:
" Make client appointments
" Produce valuations
" Prepare cash flow modelling (information gathering and understanding)
" Prepare portfolio comparison analytics
" Action fund switches
" Carry out attitude to risk questionnaires
" Prepare new and existing client appointment packs
" Adviser diary management
" Regular engagement with clients and providers via telephone, email and letter
" Produce no action and fund switch suitability letters
" Maintain clear and compliant records
" General admin duties, scanning, photocopying, etc
" Carry out other related duties when required
" Attend departmental meetings and training
Experience and Skills Required:
" Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment.
" An understanding of regulations/compliance would be advantageous.
" A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan).
" Excellent customer facing interactions, good administration skills/phone manner and IT skills
" Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.
" Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change
This is a full time position, 37.5 hours per week, 9am-5pm, (30 minutes unpaid lunch break)
If you are interested in this role then apply onlline or for further information speak to one of our specialist recruiters, quoting reference NJR 15593
