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Financial Services Administrator

1 month ago

Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time

Benefits and Perks

* 23 days annual leave plus statutory public holidays, increasing to 26 days after 5 years and 29 days after 10 years
* Contributory pension scheme with employer contribution of 5% and employee minimum contribution of 3%
* GDIS scheme with 2 x salary life assurance
* Health cash plan
* Development and training opportunities, including examination and study financial support, internal training, and individual development plans
* Employee assistance programme
* Flexible working hours
* Friday early finish at 4pm
* Bonus scheme with up to 5% of salary payable annually

Job Summary

NJR Recruitment is partnering with a well-established National Firm of Independent Financial Planners to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will provide full support to an Adviser in all aspects of client support, including:

* Meeting preparation
* Collating documents and research for report preparation
* Submitting new business on and off platforms
* Income payments and withdrawals
* Preparing files for client visits
* Producing valuations and illustrations
* Liaising with internal and external stakeholders
* Maintenance of administration systems
* Ensuring accurate and up-to-date client data
* Diary management system maintenance
* Ensuring daily workflow completion in line with SLAs

Requirements

* Experience in the financial services industry, preferably in Pensions and Investments
* Familiarity with Intelligent Office
* Excellent attention to detail and ability to provide a first-class service to clients and consultants

For further information, please contact one of our specialist consultants.