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Administrator - Financial Planning

4 months ago

Warrington, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Warrington
£22000 - £24000
20/11/2023
NJR14294

DESCRIPTION

ADMINISTRATOR - Financial Advising
Salary up to 24,000

A Financial Services Administrator is required to work for our Clients offices based in Warrington. Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.

This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages. Providing direct Administration support the role will be varied, fast paced and demanding where duties will consist of;
" Preparing pre-meeting documentation for the Adviser
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Liaising with Product Providers & third parties

Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

NJR REF: 14294