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Shrewsbury
Financial manager
Administrator-Financial Advising

Administrator-Financial Advising

NJR Recruitment

Posted 3 days ago, valid for a month

Shrewsbury, Shropshire SY1 1NG, England

£24,000 per annum

Full Time

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Sonic Summary

A Financial Services Administrator position is available at our client's offices in Shrewsbury, part of one of the UK's largest Wealth Management firms.
The role involves providing direct administrative support to a Financial Planner, focusing on pensions, investments, and mortgages.
Candidates must have prior experience in a financial planning firm, pensions consultancy, or provider background, with a strong understanding of the industry.
Excellent communication skills and a professional appearance are essential, as the role involves liaising with high-net-worth individuals.
The salary for this position is competitive, and candidates are expected to have at least 2 years of relevant experience.

About Us

A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.

This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages. Providing direct Administration support the role will be varied, fast paced and demanding where duties will consist of;

"Preparing pre-meeting documentation for the Adviser

"Processing new business applications

"Creating Client Valuations & Illustrations

"Chasing Letters of Authority

"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 REF: 15244

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