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CLIENT SUPPORT

1 month ago

Wilmslow Cheshire, United Kingdom NJR Recruitment Ltd Full time

CLIENT SUPPORT - PENSIONS & INVESTMENTS

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 an highly technical Partner in the business. 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

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.