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NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They recruit over 3000 Partners and staff and operate for eight offices throughout the UK. Our client is a top 50 and an Award-Winning Professional Services Firm. They are part of a National & International Network of firms with global opportunities and currently have an vacancy available for a Financial Planning Administrator to join their professional and incredibly busy Financial Planning team based in Preston.
The Role (Key responsibilities)
" Submission of applications and related activities.
" Liaison with insurance companies.
" Production of client valuations and preparation of review packs.
" Booking appointments and scheduling meetings.
" Dealing with calls from clients/product providers.
" Obtaining illustrations and quotations.
" Ensuring documentation is fully prepared, pre and post advice.
" Ensuring client database is kept up to date.
" The individual will be working directly with Consultants and our Technical Support team, to deliver first class client service to clients, in a compliant manner.
To apply for the role Candidates should offer previous / current experience working in a similar role for an IFA Firm. Those form a Product Provider may be required, however solid knowledge of Pensions and / or Investments will be required. It would be a desire for the successful Candidate to have use of Back Office System 'Xplan'.
NJR 15526
