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Administrator - Financial Advising Firm

4 months ago

Bury, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Bury
£18000 - £20000
20/11/2023
NJR13971

DESCRIPTION

ADMINISTRATOR - FINANCIAL PLANNING FIRM
LOCATION : BURY
SALARY: £20,000 + EXCELLENT BENEFITS & CAREER DEVELOPMENT

NJR Recruitment are now working in Partnership with a well-respected financial services company whose focus is on helping clients achieve their aims, goals and objectives by providing financial advice delivered in a way that makes them feel heard and taken care of. This is an exciting time to join our growing client who want to make a positive impact on the people with whom they work - both inside and outside of the company.
- Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel
- Ability to prioritise and organise own workload
- Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others
- Excellent telephone manner and interpersonal skills
- High attention to detail and accuracy. o A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively. o Adaptable and able to self-manage time. o Great organisational skills

Duties and Responsibilities:

- Efficiently process all administration relating to new/existing business and servicing queries
- Liaising with providers and the wider business to request information, as necessary
- Producing valuations and preparing client packs in advance of client meetings
- Preparing suitability letters
- Analyse and action the results of reports
- Respond to written and telephone enquiries from clients and providers
- Maintain client records within the back-office system in an orderly and comprehensive manner
- Ensuring all required documentation is always on file
- Ensuring all meeting follow-up work is completed within agreed timescales
- Working within compliance framework.
- Private Health Insurance
- Pension
- EAP scheme and bonus
- 22 days holiday plus Christmas close down (3 extra days)

NJR 13971