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Financial Planning Administrator
2 weeks ago
**FINANCIAL PLANNING ADMINISTRATO**
**LOCATION: PRESTON & HYBRID WORKING PATTERN**
**SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT**
NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They recruit over 3000 Partners and staff, and operate foreight offices throughout the UK.
Our client are a top 50 and an Award Winning Professional Services Firm. They are part of a National & International Network of firms with global opportunities and currently have an opportunity f**or an Administrator to join their professional andincredibly busy Financial Planning team based in Preston.**
**The Role (Key responsibilities)**
- Liaison with insurance companies.
- Production of client valuations and preparation of review packs.
- Booking appointments and scheduling meetings.
- Dealing with calls from clients/product providers.
- Obtaining illustrations and quotations.
- Ensuring documentation is fully prepared, pre and post advice.
- Ensuring client database is kept up to date.
- The individual will be working directly with Consultants and our Technical Support team, to deliver first class client service to clients, in a compliant manner.
Get in touch today for more information.
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