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NJR Recruitment
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Stockport, Greater Manchester
Financial Adviser Administrator
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Stockport town centre, our Client today has a team of over fifty wealth specialists, including twenty highly qualified Consultants. A new opportunity is now available for an Administrator to their large support team, Providing first class support to a Paraplanner and a group of Consultants, this will be a busy and varied role consisting of; Maintaining a personal diary system on Client Management to ensure that new business processed Processing on basic products such as Bonds, Personal Pensions and Group Schemes Issuing client Letters of Authority to providers Collating information Organising quotes Putting full package together for adviser Valuing client portfolios Checking policy documents / issuing policy documentation General administration such as; scanning documents, distribution of incoming post and answering the telephone in an appropriate manner and able to take clear messages To apply, you will have proven experience of working within Pensions and / or Investments which will have been gained working within an IFA Practice, Pensions Consultancy or for a Provider. Candidates will have excellent customer service skills being able to liaise with clients in a professional manner. You will be comfortable working as part of a busy team and be ambitious and dedicated to developing with the evolving financial services industry. Please quote REF: NJR 10034