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NJR Recruitment
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Derby, Derbyshire
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
Financial Planning Administrator Location: Derby Salary up to £22,000 £500 pay rise for each R0 exam you successfully pass. NJR Recruitment are working in partnership with a well known and highly regarded firm of Financial Planners, who are now seeking a talented Financial Planning Administrator to join their practice based in the Derby area. This role would suit someone who is looking to join a well structured Business that offers clear career development and on-going support. With an excellent industry reputation, the successful candidate will benefit from working as part of a friendly team, market standard employee benefits and a competitive salary. Responsibilities Administration Support to the companies Financial Advisers All aspects of support including New Business Submission, Inputting to Back Office and Network systems, LOA responsibility, Chasing outstanding case information, client review preparation and general office duties Providing direct support to a team of Financial Consultants, Processing of new applications for Pensions, Life Assurance and Investments with all providers from inception to completion Liaising with clients in relation to various queries Maintaining an electronic record of all new business applications in order to keep consultants up to date Preparing meeting documentation Updating the back office system. The successful candidate will need to have previous experience working within a Financial Planning/IFA environment. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a Self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach. For more information please contact one of specialist consultant quoting REF: NJR10117