Administrative Support Officer

4 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom NJR Recruitment Ltd Full time
Job Description
Role: Financial Planning Administrator

About the Role:
NJR Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join their team. The ideal candidate will have previous experience working in a similar role, with a strong understanding of Platform/Wrap use and back office systems.

The successful candidate will provide technical support to a team of Financial Planners, responsible for tasks such as report writing, research, and due diligence. They will also be required to maintain accurate records and have excellent communication skills.

Key Responsibilities:
  • Provide technical support to the Financial Planning team.
  • Prepare and write client financial planning reports and fund switch/review reports.
  • Complete research on performance, charges, and illustrations.
  • Maintain accurate records and due diligence.
  • Some new business processing, valuations, and client liaison.

About the Company:
NJR Recruitment Ltd is a reputable recruitment agency with a strong presence in the industry. They are committed to finding the best candidates for their clients and pride themselves on their excellent customer service.

Requirements:
The ideal candidate will have previous experience working as a Financial Planning Administrator, with a strong understanding of Platform/Wrap use and back office systems. They will also be required to have excellent communication skills and be able to work well in a team environment.

What We Offer:
NJR Recruitment Ltd offers a competitive salary and benefits package to the successful candidate. They are also committed to providing ongoing training and development to help the candidate reach their full potential.

Contact Information:
For more information, please contact one of our specialist consultants.

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