Home
Wilmslow, Cheshire
Financial planner
CLIENT SUPPORT - PENSIONS & INVESTMENTS

CLIENT SUPPORT - PENSIONS & INVESTMENTS

NJR Recruitment Ltd

Posted 14 hours ago, valid for 25 days

Wilmslow, Cheshire East SK9, England

£25,000 - £30,000 per annum

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

Our client, a reputable firm of Independent Financial Advisers in South Cheshire, is seeking an experienced Administrator to support a technical Partner due to internal promotion.
The role involves providing first-class administration services, processing new business, and managing client documentation efficiently.
Candidates must have a strong background working with Financial Planners and be familiar with whole market products, preferably using IRESS or 1st software.
This is a demanding position that requires excellent organizational skills and attention to detail.
The salary for this role is competitive and commensurate with experience, which should ideally include several years in a similar administrative capacity.

Our Client is an established and well-known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support a highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of;

To provide a first-class administration service, together with a dedicated Paraplanner, to a group of Consultants
Ensure that new business is processed in a timely fashion
Issuing client Letters of Authority to providers, collating information and the use of the Client Management system
Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD
Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management
Valuing client portfolios - obtaining data from providers
Checking policy documents
Issuing policy documentation to client using professional letters
Scanning documents and filing these electronically on the Client Management system
Distribution of incoming post

Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software.

If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity.

NJR15480

#FIN

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.