Financial Planning Administrator

3 weeks ago


Preston Lancashire, United Kingdom NJR Recruitment Ltd Full time €25,000 - €30,000

Financial Planning Administrator
Full Time (35 hours per week)
NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by significant financial partners.
NJR Recruitments client has a vibrant office environment and can be very busy. Be involved in the processing of client business and interacting with the various pension and investment product providers


Work closely with product providers on changes to client's policies.
Meet and greet clients/visitors to the office when required.
Answer telephone and direct calls accordingly.
Ensure client records, back-office system and shared folders are maintained and up to date.
Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required.
Prepare annual review meeting documents for the Adviser
Must have previous experience in an Administration role, within Financial Planning or Pensions
Strong knowledge of MS Office (specifically Word, Excel, Powerpoint and Sharepoint). Knowledge of Intelligent Office is desirable



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