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Njr Recruitment | Senior Ifa Administrator | Shrewsbury

1 month ago

Shrewsbury, United Kingdom Njr Recruitment Full time

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.
Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients.
Duties will include; Key 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 Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements Essential criteria 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 Remuneration and Benefits 20 days holiday plus birthday day off and Christmas/New Year period After 5 years holiday increases incrementally to 30 days over 5 years Auto-enrolment Pension Private Medical Insurance and Death in Service after 12 months of service Staff bonus scheme up to 20% of salary Study and exam support JBRP1_UKTJ