Financial Planning Administrator

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom NJR Recruitment Ltd Full time

We are seeking a highly skilled Financial Planning Administrator to join our team at NJR Recruitment Ltd. The successful candidate will be responsible for providing technical support to a team of Financial Planners, including report writing, research, and due diligence.

Key Responsibilities:

  • Prepare client financial planning reports and fund switch/review reports
  • Complete research, including performance/charges information/illustrations
  • Complete relevant tax calculations, i.e. CGT/IHT/Chargeable events
  • Maintain due diligence and central research records
  • Process new business and issue valuations to clients
  • Obtain illustrations/research using Exchange/Exweb, O&M
  • Provide client liaison by phone and face-to-face
  • Prepare client files and reviews for advisers/appointments

Requirements:

  • Previous experience working as a Financial Planning Administrator
  • Knowledge of Platform/Wrap use and back office systems
  • Self-motivated, career-minded, enthusiastic, and positive individual

We are looking for a motivated and organized individual who is eager to learn and grow with our team. If you have a passion for financial planning and administration, we encourage you to apply for this exciting opportunity.



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