Financial Planning Administrator home and office working
5 days ago
BENEFITS | Company Pension (3% & 5%)
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. Assist independent financial advisers in administering financial plans and investment proposals
Process account applications, transfers, and other paperwork
Policy surrenders, fund switches, policy changes etc
Managing administration tasks on back-office system software
Adhering to compliance regulations and accurate recording of data
Emails, incoming and outgoing post and general office duties
Telephone calls with providers and communicating with clients on the telephone and via email
Candidates applying for the role should ideally have around two years experience working in a similar job, ideally within Financial Planning however those from a Provider background will be considered. Experience using Intelligent Office is preferred, and it goes without saying that excellent telephone and communication skills are required
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Financial Planning Administrator
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