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NJR Recruitment is currently working with a well-known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management. Based between Derby and Nottingham, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Financial Planners across a range of Pensions, Investments, and other Financial products.
Candidates coming from an SJP background are of high interest.
The role will be varied and will involve;
- Processing new business applications (pension/investment/protection)
- Preparing meeting packs
- Liaising with 3rd party providers
- Dealing with client queries
- Diary management and arranging monthly client reviews for adviser & record information precisely
- Keep up to date filing systems of confidential documentation - both hard and electronic copies
- Client Relationship Management and keeping the system up to date with client meeting information
- Contact clients by email, telephone and letter
- General office duties including answering the telephone, stationary orders, booking meeting rooms, lunches & any necessary catering etc
What we need from you?
- Previous experience working within the Financial Planning sector in a similar role
- An understanding of the financial planning process
- A general knowledge of pensions, investments and protection
- Positive attitude
- Flexible and helpful approach to work
- Accuracy and attention to detail
- Good interpersonal and communication skills, both written and verbal
- Organised with the ability to multi-task and prioritise workload effectively
- Good IT skills in the use of word, excel, PowerPoint, outlook, internet
What’s in it for you?
Genuinely competitive salary depending on experience
Discretionary bonus
Company pension
25 days paid holidays plus bank holidays
Private medical cover
Death in Service cover
Free Parking
This is a great opportunity to join a growing company that values and appreciates their staff. For more information please apply today or contact NJR Recruitment quoting reference NJR 15475
