Financial Planning Administrator

1 month ago

Shrewsbury, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Shrewsbury
£22000 - £25000
27/11/2023
NJR13980

DESCRIPTION

Financial Planning Administrator
Locations: Shrewsbury

**Salary**: £22,000 - £25,000

The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a team of Finance Advisors and Paraplanners dealing with a large portfolio of Private and Corporate clients, daily duties will be varied and consist of;
To create and maintain client records using Capita software programmes
Prepare Letter of Authority
Prepare client files for review meetings, including fund analytics and completing post-review tasks such as fund switching, rebalancing and suitability report writing
Address client's enquiries in an efficient professional manner including over the telephone, face to face and in all written correspondence
Ensure regular contact is held with clients informing them of any changes or suitable amendments to consider relating to a policy held

Our Client will fully support those wanting to working towards the CII exams. The desire to succeed within the buoyant professional planning industry is required and should be demonstrated at interview stage.

NJR 13980

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