Senior Financial Services Administrator
7 days ago
Job Summary
NJR Recruitment is working with a well-established independent firm of financial planners to find a skilled Senior Administrator to support one of their advisers.
Key Responsibilities
- Manage the new business and client review process, taking full responsibility for the administration of new clients and existing client reviews.
- Process new client input into the client database, create new client packs, and check fact finds are fully completed.
- Prepare and send authority letters to clients for signature, input policy details of existing plans, and add activity entries/workflows.
- Ensure all anti-money laundering information is up-to-date and relevant checks have been performed.
- Track new business and update planners/para-planners accordingly.
- Prepare for client reviews, update cashflow models, and ensure all new business has been checked and signed off (if required).
Requirements
- Previous experience working as an IFA Administrator, preferably 2 years+, and holding a couple of CII exams.
- A strong understanding and knowledge of processing pensions and investments is essential.
About the Company
NJR Recruitment is a leading recruitment agency specializing in financial services and administration roles.
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