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Financial Planning Administrator

2 months ago

Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time
Financial Planning Administrator Opportunity

We are seeking a highly motivated and organized Financial Planning Administrator to join our team in Leicester. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.

Key Responsibilities:
  • Manage client data and input new client information into our database
  • Create and send client packs, including fact finds and policy details
  • Process new business submissions and track the status of cases
  • Prepare for client reviews and update cashflow models
  • Ensure all new business has been checked and signed off
Requirements:
  • Previous experience working in a financial services environment
  • Excellent knowledge of Microsoft Excel, Word, and Outlook
  • Solid communication and articulation skills
  • A can-do attitude, self-motivation, efficiency, and a hard work ethic
About Our Client:

Our client is a well-established independent financial advisers with a strong reputation for providing excellent service to their clients. They offer a dynamic and supportive work environment, with opportunities for career growth and development.

As a Financial Planning Administrator, you will be part of a vibrant and buoyant organization that values its employees and provides a range of benefits, including a competitive salary, 25 days holiday plus bank holidays, and a generous non-contributory group pension scheme.

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.