Financial Planning Administrator
5 days ago
Job Summary:
NJR Recruitment is seeking a highly organized and detail-oriented Financial Planning Administrator to join our client's team in Leicester. As a key member of the team, you will be responsible for providing administrative support to the Pension Consultants and Directors, ensuring the smooth operation of SIPP and SSAS pension schemes.
Key Responsibilities:
- Act as the primary point of contact for clients within your portfolio, ensuring timely resolution of issues and maintaining accurate records.
- Input data into the system in a timely and accurate manner, meeting deadlines and ensuring data integrity.
- Manage routine correspondence, including client communication, adviser interactions, and product provider liaison, via postal correspondence, fax, and email.
- Ensure compliance with HMRC and FSA regulations, maintaining accurate records and meeting deadlines.
- Organize and prioritize work, managing client expectations and ensuring seamless delivery of services.
- Maintain paper and electronic filing systems, including scanning and archiving of correspondence and documents.
- Prepare new business documentation, ensuring accuracy and attention to detail.
- Perform general administrative duties, supporting the team in achieving their goals.
Requirements:
To succeed in this role, you will need to possess excellent communication and articulation skills, a can-do attitude, and a strong desire to learn and succeed within Financial Planning. Our client values ambition, intelligence, and a willingness to drive results.
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