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Financial Planning Administrator
Leicester
Salary: £25,000
25 days holiday plus bank holidays.
Generous non-contributory group pension scheme,
Free Parking
On site Gym
Fully office based
NJR are currently working alongside a well-established Firm of Independent Financial Advisers who have had year on year growth. As a result of their continued growth they now have an exciting opportunity for a pro-active Financial Planning Administrator to join their team in the Leicester area. Our client is extremely dynamic and provides an environment for career motivated people to thrive. The successful candidate will be joining a vibrant business who will offer organic development and support towards completing Industry related qualifications.
Daily duties will consist of;
" New Client input into Client Database
" Creating New client packs
" Check Fact Find fully completed
" Input Fact Find details into Client Database
" Prepare & send off authority letters and send to client for signature
" Input policy details of existing plans once received from providers
" Add Activity entries/workflows
" Check all Anti Money Laundering information is current and relevant checks have taken place
" Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
" Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
" New Business Submission
" Submit new business to provider or submit applications on line
" Enter details of case into Client Database
" Track new business and current position, updating Planner/Para planner accordingly
" Ensure all new business has been checked and been signed off (if required)
" Prepare for Client Review
" Update cashflow models in preparation for review meetings
The successful candidate will need to have previous experience working within a financial Services environment - ideally an IFA Firm, however those from a Provider background will be considered. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills. Our client is looking for someone with a can-do attitude who is self-motivated, efficient and hardworking. You must also have the ability to work as part of a fast paced environment.
Please quote REF: 15143
