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Financial Planning Administrator

NJR Recruitment
Job LocationCrosby, Liverpool
EducationNot Mentioned
Salary£20,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Planning Administrator Locations: CrosbySalary: £20,000 - £24,000Our Client, and 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.The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. The Client is looking for someone who is ultimatley looking to work towards the R0 exams, and to eventually move in to a more techncial Paraplanning role.Supporting a team of Finance Advisors daily duties will be varied and consist of;

  • To create and maintain client records using Capita software programmes
  • Prepare Letter of Authority
  • Prepare and submit new business applications in relation to Life, Pensions and Investments
  • Prepare client files for review meetings, including fund analytics and completing post-review tasks such as fund switching, rebalancing and suitability report writing
  • Address clients enquiries in an efficient professional manner including over the telephone, face to face and in all written correspondence
  • Ensure regular contact is held with clients informing them of any changes or suitable amendments to consider relating to a policy held
    • To be successful in the role candidates should be able to prioritise and self-manage workloads effectively, ensuring a high standard of care and attention to detail is held. It is essential that you can interact well in a small, busy and very professional team environment, The ability to work under pressure is required whilst remaining professional at all times.Our Client will fully support those wanting to working towards the CII exams. The desire to succeed within the buoyant professional planning industry is required and should be demonstrated at interview stage.NJR 10108

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