Technical Support Specialist

5 days ago


Newcastle under Lyme, Staffordshire, United Kingdom NJR Recruitment Full time

NJR Recruitment is looking for a Technical Support Specialist to join their team in Newcastle under Lyme. As a key member of the Financial Planning team, you will provide technical support to planners, report writing, and prepare client financial planning reports.

About the Position

The ideal candidate will have previous experience as a Financial Planning Administrator, with knowledge of Platform/Wrap use and back-office systems. This role offers opportunities for professional growth and development, particularly for those working towards the CII Diploma in Financial Planning or seeking to become qualified.

Responsibilities:
  • Support the Financial Planning team with technical queries.
  • Prepare and submit client financial planning reports.
  • Conduct research and analysis on client data.
  • Calculate tax amounts and prepare client files.
  • Maintain accurate records and databases.
  • Process new business transactions.
  • Issue valuations and reports to clients.
  • Collaborate with clients through phone and face-to-face interactions.
  • Prepare client files and reviews.
  • Review and validate documents.

The salary for this position is estimated at up to £28,000 per annum, based on industry standards and market rates.



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