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FINANCIAL ADVISER ADMINISTRATOR - Pensions & Investments

NJR Recruitment
Posted 23 days ago, valid for 19 days
Location

Ormskirk, Lancashire L392BY, England

Salary

£26,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Our Client is an impressive business! They operate as a family friendly business, and are an incredibly supportive team. A new opportunity is now available for an additional Administrator to join their support team. Working from beautiful offices, our client offers free and secure on-site parking, a lucrative and incentivised salary and bonus scheme, as well as ongoing and structured career development. This truly is an excellent opportunity for someone who is ambitious and driven about progressing within a successful firm of Independent Financial Planners.

The is an important role in the business and the successful candidate will be a pivotal part of the team. Duties will consist of;

" Preparing pre-meeting documentation for the Adviser

" Processing new business applications

" Creating Client Valuations & Illustrations

" Chasing Letters of Authority

" Basic report writing using Templates

" Liaising with Product Providers & third parties

Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

NJR 15279

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.