NJR Recruitment | Financial Planning Administrator
2 weeks ago
BENEFITS |
Company Pension (3% & 5%)
Salary is circa. £28k which is negotiable, dependant on experience
23 Days Annual Leave
Free onsite parking
NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard of administrative support. Working alongside a team of 4 Advises including the MD, and five Administrators in which you will be responsible for;
- Assist independent financial advisers in administering financial plans and investment proposals
- Maintain, setup and update internal client files and records
- Process account applications, transfers, and other paperwork
- Servicing existing business ie. Policy surrenders, fund switches, policy changes etc
- Managing administration tasks on back-office system software
- Prepare paperwork for client meetings ie. Valuations, new business applications, review documentation to clients
- Liaising with product providers and third parties
- Dealing with Letters of Authority
- Adhering to compliance regulations and accurate recording of data
- Liaising with team members to ensure client needs are met effectively and efficiently
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