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Senior Financial Planning Administrator

3 months ago

Scunthorpe, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Scunthorpe
£25000 - £35000 16/02/2024
NJR14423

DESCRIPTION

NJR Recruitment is delighted to be representing a highly regarded financial services organisation that is based in the Scunthorpe area.

Our Client holds an excellent reputation within the industry and provides a full range of wealth planning and investment management advice to both Private Clients and Business Owners. Due to continued growth they are now looking for an experienced IFA Administrator to join their team.

Whats in it for you?
Excellent training and career development
Full study support
Company pension
Regular pay rise and reviews
Free Parking
Hybrid Working available after probationary period

Initially working from their offices, this role will suit someone who has been working within financial services with experience of delivering a first class service to clients and consultants and working to support Advisers across the country, duties will include:
Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information
Assisting with the preparation of portfolio clients reviews
Liaising with clients, providers, other third parties and other departments
Ensuring client fees are settled in a timely manner
Maintaining and updating client database
General office administration

What do we need from you?
Previous experience in an administrative role within financial planning is essential
Strong knowledge of pensions and investments
Those with CISI/CII qualifications would be of most interest
Good attention to detail
Excellent communication skills
Confident with talking on a telephone
Professional manner with an ability to manage your own time/duties

Please note, due to the nature of this role and industry, it is essential to conduct regular credit checks on all staff and it is required that you can demonstrate a good credit score throughout employment.