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Company Overview
NJR Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry.
Job Summary
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our client's support team. As a key member of the team, you will be responsible for providing administrative support to the financial planning team, ensuring the smooth operation of daily tasks and activities.
Key Responsibilities
- General day-to-day administration of life, investment, and pensions, including submission of new online applications, processing of paper-based applications, and ensuring compliance with regulatory requirements.
- Maintain and update trackers and spreadsheets as required by the Client Services Manager.
- Run comprehensive IO activities for each piece of business, including new business, top-ups, and policy variations.
- Add fees, payaways, and splits entries to IO.
- Knowledge of Adviser Bandings and Introducers/Payaways.
- Oversee management of Annual Reviews and Portfolio Reviews, ensuring delivery and action by the adviser and Review Team.
- Assist the Review Team with the preparation of ARs and PRs in overflow situations.
- Check Portfolio Reports prepared by the Review Team.
- Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers by phone, email, fax, and letter.
- Handle administration enquiries and queries as directed by the Client Services Manager.
- Prepare Platform withdrawals, fund switches, and transactions for approval by Senior CSE or Client Services Manager.
- Produce ad-hoc and standard letters in response to customer/provider queries.
- Obtain life, investment, and pension quotations using research tools.
- Present quotations to advisers along with relevant data and documents required for the advice to be provided.
Requirements
Candidates applying for this role should have previous experience working for a firm of financial advisers and be looking for the next step in their career. NJR Recruitment is an equal opportunities employer and welcomes applications from all qualified candidates.
