Senior Administration Coordinator

3 days ago


Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time
Job Description

We are currently working alongside a well-established firm of Independent Financial Advisers who have achieved year on year growth.

This has resulted in an exciting opportunity for an additional Administrator to join their Client Review Team. This is a full-time office-based role.

The successful candidate will be responsible for providing long-term administration support to the Financial Planners, with a focus on client review.

  • Make client appointments
  • Produce valuations
  • Prepare cash flow modelling (information gathering and understanding)
  • Prepare portfolio comparison analytics
  • Action fund switches
  • Carry out attitude to risk questionnaires
  • Prepare new and existing client appointment packs
  • Adviser diary management
  • Regular engagement with clients and providers via telephone, email, and letter

The salary for this role is £24,000 - £28,000 per annum, depending on experience. Located in the Leicester area, the company offers a range of benefits, including 25 days holiday plus bank holidays, a generous non-contributory pension scheme, and free death in service.



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