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NJR are working in partnership with a firm of Financial Planners who have a strong reputation in the market for being able to offer impartial honest advice to their rapidly growing client list. They also now boast their own mortgage division as well as the corporate financial planning department, which offers clients and companies alike unbiased Independent Financial Advice. Working from beautiful offices in St Helens, our clients are offering a really exciting opportunity is now available for a talented Administrator to join their expanding Client Support Team.
Supporting a growing and incredibly busy team the successful Candidate will carry out a varied role which will consist of;
" Managing the annual review process
" Processing all new Pension and Investment applications
" Liaising with Clients and third party Providers
" Using Provider Platforms, mainly Fidelity and also Back Office System 'Intelligent Office'
" Creating Valuations and Illustrations
" Chasing and sending Letters of Authority
The successful applicant will ideally need to have experience of working within an IFA practice with an excellent telephone manner and the ability to produce detailed and accurate work consistently to a high standard. Those offering a strong work ethic, a dynamic attitude, and experience working in a Bank or a Provider will also be considered. This is an excellent opportunity to work in a lovley firm offering a friendly culture, who in return for you hard work will offer support with industry related exams and clear career path.
For more information please contact one of our specialist consultants quoting REF: NJR 15282
