Financial Planning Assistant

1 week ago


Ormskirk, Lancashire, United Kingdom NJR Recruitment Full time

Company Overview:


NJR Recruitment is proud to partner with a leading firm of Independent Financial Planners in their search for an additional Administrator. This dynamic company operates as a family-friendly business and is renowned for its supportive team environment.


Job Description:



  • Prepare pre-meeting documentation for the Adviser
  • Process new business applications
  • Create Client Valuations & Illustrations
  • Chase Letters of Authority
  • Basic report writing using Templates
  • Liaise with Product Providers & third parties

Requirements:


Candidates must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. A keen understanding of the industry and a willingness to develop skills and progress within Financial Planning are essential. Excellent communication skills are required, with the ability to liaise with HNW Individuals.


Benefits:


This is an excellent opportunity for someone who is ambitious and driven about progressing within a successful firm. The role offers a lucrative and incentivised salary and bonus scheme, as well as ongoing and structured career development. Free and secure on-site parking is also available.


About Us:


NJR Recruitment specialises in placing candidates into top financial planning roles across the UK. With years of experience in the sector, we pride ourselves on our in-depth knowledge and exceptional candidate care.



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