Financial Services Administrator

4 weeks ago


Wirral Merseyside, United Kingdom NJR Recruitment Ltd Full time

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.. Provide administrative support to Financial Advisers including processing applications.
" Maintain client files on internal CRM system (Intelligent office)
" Ensure the database is used to the best of its potential and create streamlined processes for the client journey and review meetings
" Follow the investment processes and ensure all elements are met
" 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.



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