Administrative Support Officer

3 days ago


Crewe, Cheshire East, United Kingdom NJR Recruitment Careers Full time

The ideal candidate will assist experienced independent financial advisers in preparing and maintaining client files, administering financial plans, and processing paperwork. Key responsibilities include:

  • Setting up and updating internal client records and files
  • Maintaining accurate and up-to-date account applications and transfers
  • Servicing existing business by handling policy surrenders, fund switches, and policy changes
  • Liaising with product providers and third parties to ensure seamless operations


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