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Financial Planning Administrator

NJR Recruitment
Job LocationNottingham
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

*** Financial Planning Administrator *** Nottingham *** Salary up to £27,000Our Client is a well established Chartered Financial Planning Practice who are based in the Heart of Nottingham City Centre. An excellent opportunity is now available for an ambitious & talented Financial Planning Administrator to join their highly successful business. Our Client maintain an exceptional reputation for providing highly technical bespoke solutions to their clients. The main purpose of the role will involve working closely with the Financial Advisors and Paraplanners. Main responsibilities will;

  • Processing new business applications
  • Obtaining valuations and assisting in the production of Investment plans
  • Assist in production of Mindmaps for Advisers as a result of discovery/fact find meetings;
  • Regular upkeep of electronic filing systems
  • Data entry and data quality management on XPlan - our CRM system
  • Provision of ad-hoc data, analysis and reports
  • Welcome clients and visitors to the office
  • Responsible for the internal functions related to the managed portfolios
  • Writing suitability reports for the financial advisers and support
  • Maintain and update relevant office processes, procedures and policies
  • Build and maintain a detailed knowledge and understanding of our record keeping requirements.
  • Ensure you are able to use the necessary applications and back office systems to deliver your work.
    • Requirements
  • Polite, pro-active manner, attention to detail, team player;
  • Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;
  • Experienced financial services administrator (or with significant technical aptitude for the post);
  • Competent user of MS Office applications and ideally Mindmap application.
    • To apply for the role you will have already obtained experience working within a similar business and will have gained knowledge of processing new business in relation to Pensions & Investments.Our Client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism. In return the successful candidate will benefits from an excellent remuneration package and full study support.For further information please contact one of our specialist consultants quoting REF: NJR9765

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