Senior Administrator - Financial Services

NJR Recruitment ,
Leeds, West Yorkshire
More Details
Job Type: Full-time
Salary: £24,000 per annum

Overview

Senior Administrator - Financial Services Location: Leeds Salary: £24,000 - £28,000 Are you an enthusiastic Senior Administrator eager for your next role? Could you fulfil a vital support function within a busy office? NJR Recruitment is currently working with a well known Independent Financial Advisors that specialise in providing high quality personal advice on many aspects of financial planning to a individual and corporate clients. Based in Leeds, our client is looking to recruit an experienced Financial Services Administrator to support a team of Financial Planners as they provide advice on Pensions and Investments to their well established client banks. Responsibilities include: Preparing client valuations and meeting packs Undertaking general office duties Liaising with providers to obtain information relating to clients policies Writing letters Inputting data onto client management system. Process applications/new business accurately and record the required management information; Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner; Ensure that files are complete post-sale with all required client identification documentation and necessary application forms. To apply for the role candidates should offer previous experience working for a Financial Services / Financial Planning Practice as a Senior Administrator. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organization and interpersonal skills. Solid use of MS Office Applications are also essential. Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products. For more information please contact one of our special consultants quoting REF: NJR10083

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