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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 ambitious and pro-active Financial Planning Administrator to join their team in the Leicester area.
Our client is extremely dynamic and provides an environment for driven individuals to thrive, you will be provided with a highly competitive basic salary and market leading benefits.
Responsibilities:
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules & regulations consistently
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the company
- Keep up to date with all relevant financial product, legislative and technical changes, as required
- Maintain a high level of professionalism and courtesy in all client interactions
- Adhere to the company's ethos and values, consistently
- LOA administration and processes
- Processing new business applications
- Raising client appointment packs ahead of meetings
- Valuations
- Photocopying
- Letter writing
- Communicating regularly with providers
- General administrative duties when required
Ideal experience:
- 5 years' experience working within an administration role, within the professional services market
- Understanding of regulations/compliance 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
- Excellent customer facing interactions, good administration skills/phone manner and IT skills
- Able to stay focused on tasks, despite distractions and interruptions
- Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process
- Open to adapting to evolving work practices, with a flexible approach to tasks and processes
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and can work within a faced paced busy, professional, and growing firm.
Please quote REF:NJR15502
