Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Newcastle-under-Lyme
Salary
£20,000 - £24,999
Posted
19 Jun 2019
Closes
20 Jun 2019
Ref
1181383329
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our Client is well established Financial Planning practice, who prides themselves on a highly personalised service, providing their clients with the peace of mind that all aspects of their financial planning are being looked after by trusted professionals.

Due to their ever expanding growth, our Client is now seeking an experienced IFA Administrator with good technical knowledge/awareness of financial service products to join their team.

Main duties will include;
  • Client liaison
  • Preparation of portfolio valuations for client meetings
  • Preparation of client documentation
  • Processing new business
  • Maintaining accurate computer records
  • Investigating client plans with product providers
  • Whilst assisting in suitability report construction, corresponding with clients and providers.

The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally be at least Certificate level and have experience of Intelligent Office. You will have solid communication skills, focused attitude and dedication.

The candidate will need to possess good communication skills, written and verbal, be comfortable working within a team but also on their own initiative.

In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level.

For further information please contact one of our specialist consultants quoting REF: NJR8367

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