Financial Planning Administrator

4 days ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time
About the Role

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.

Our client holds an excellent reputation within the industry, providing Independent Wealth Management advice to both private clients and business owners.

Key Responsibilities
  • Provide efficient administrative support to a number of IFAs
  • Prepare correspondence, including letters and emails
  • Be the main point of contact for IFAs, clients, life offices, and members of the business
  • Maintain all administration systems
  • Ensure daily workflow is completed
  • Assist with the management of the IFAs portfolio of existing business
  • Prepare new business and review packs
  • Undertake general administration tasks, including filing, photocopying, and scanning duties
Requirements

A minimum of 12 months experience working in a similar role with whole of the market product knowledge and strong use of Provider Platforms is required.

Industry qualifications are advantageous, but not essential. Full study support is offered for those keen to progress.



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