Financial Planning Administrator

6 days ago

Crewe, United Kingdom Njr Recruitment Full time

BENEFITS | Company Pension (3% & 5%) Salary is circa.
£28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe.
They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard of administrative support.
Working alongside a team of 4 Advises including the MD, and five Administrators in which you will be responsible for; Assist independent financial advisers in administering financial plans and investment proposals Maintain, setup and update internal client files and records Process account applications, transfers, and other paperwork Servicing existing business ie.
Policy surrenders, fund switches, policy changes etc Managing administration tasks on back-office system software Prepare paperwork for client meetings ie.
Valuations, new business applications, review documentation to clients Liaising with product providers and third parties Dealing with Letters of Authority Adhering to compliance regulations and accurate recording of data Liaising with team members to ensure client needs are met effectively and efficiently Arranging client meetings Emails, incoming and outgoing post and general office duties Telephone calls with providers and communicating with clients on the telephone and via email Candidates applying for the role should ideally have around two years experience working in a similar job, ideally within Financial Planning however those from a Provider background will be considered.
Experience using Intelligent Office is preferred, and it goes without saying that excellent telephone and communication skills are required NJR15337 TPBN1_UKTJ

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