Financial Services Administrator

3 days ago


Shrewsbury, Shropshire, United Kingdom Njr Recruitment Full time
Job Overview

NJR Recruitment seeks a highly skilled and detail-oriented Financial Services Administrator to join our client's team. As an integral part of the company, you will be responsible for processing Pension & Investment applications, providing support to advisers and Paraplanners, and managing task lists and prioritizing workload within deadlines.

The ideal candidate will have experience working in financial services, a working knowledge of investment platforms, and excellent attention to detail.

Responsibilities
  • Utilise client data for illustrations
  • Process new business
  • Prepare letters of authority for client policy information
  • Answer calls and deal with clients and third-party queries
  • Produce quotations
  • Manage task lists and prioritise workload within deadlines
  • Regularly communicate and update clients
  • Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
  • Update the CRM system

The successful candidate will work closely with the team to ensure that all tasks are completed efficiently and effectively.

Requirements
  • Experience working in financial services
  • Use of Microsoft Office
  • Ability to work well under pressure
  • Ability to prioritise and organise
  • Working knowledge of investment platforms
  • Excellent attention to detail

In return for your skills and expertise, you will receive a competitive salary of approximately £25,000 per annum, plus benefits including 20 days holiday, auto-enrolment pension, private medical insurance, death in service, and a staff bonus scheme up to 20% of salary.



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