Financial Planning Administrator
4 weeks ago
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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