Financial Adviser Administrator

2 weeks ago

Doncaster, United Kingdom NJR Recruitment Full time

**FINANCIAL ADVISER ADMINISTRATOR**

**SALARY: UP TO £24,000**

**LOCATION: DONCASTER**

NJR Recruitment are working in Partnership with a leading Financial Planning Firm. Their mission is to be recognised as one of the UK’s leading and most trusted Private Wealth Management businesses, known for achieving outstanding outcomes and services forclients and for being an amazing place to work. In achieving this mission, they value Integrity, Respect, Wellbeing, Excellence and Accountability in particular, and these attributes underpin the achievement of their mission.

A Financial Adviser Administrator is now required to form part of their team in Doncaster. The role will sits within the administration function aimed at supporting the Financial Advisors to service their clients by producing the correct documentation toadvise on a bespoke portfolio of products. Daily duties will consist of;
- Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required
- Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products
- Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews
- Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information
- Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings
- Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready
- Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings
- Use of a Diary Management System to track work flow and update completed tasks
- Preparing and posting letters and documents required for the successful transfer or set up of new clients.

Experience & Skills required:

- A level of financial services industry knowledge ideally from an independent financial service setting
- Knowledge and experience of Microsoft office packages
- Good level of English and Maths Key Attributes
- Great attention to detail - the ability to minimise distractions, manage timely projects and prioritise based on urgency and importance to ensure a high standard
- The ability to remain calm under pressure - demonstrates a sense of urgency and commitment to the client and their needs whilst adapts to changing situations and accepting new challenges and initiatives
- Excellent organisational skills - Sets high standards of quality and productivity, is systematic and organised and consistently achieves goals
- Team player - works collaboratively within and across teams, builds strong relationships, and promotes team spirit. Understands the perspectives and motivations of others and communicates effectively whilst listening attentively
- Willing to show initiative - Looks for opportunities to improve processes and contributes to change initiatives

NJR 13617

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