Financial Planning Administrator

NJR Recruitment
£20,000 - £24,999
04 Nov 2019
09 Nov 2019
Contract Type
Full Time
Looking for a business that offers a very real career opportunity and excellent benefits such as Free Onsite Parking, Study Support, Flexible hours, Discounted Gym Membership, Private Medical Insurance and so much more?

We are delighted to be representing an expanding Independent Wealth Management Advisory Firm in North Yorkshire. Due to their ever increasing growth they are now looking to recruit an experienced Financial Planning Administrator to join their team.

This is an excellent opportunity that offers a long term career path within the Financial Services industry. You will be fully supported with the CII exams, however if you are not hungry to move in to a technical role (Paraplanning), and are keen to be a 'Client Support Team Leader' then this could be the ideal role for you!

Working as part of a highly professional team of 17 mainly consisting of Adviser & Paraplanners, this will be the initial support function in a Client Services Capacity so will offer excellent scope for autonomy and making the role your own!

The successful candidate will receive exposure to all aspects of the client services administration process by providing a hands-on support function to the company's Financial Advisors and Paraplanners. Responsibilities will include;
  • Provide high-quality administrative support to a high-level financial consultant and clients alike.
  • Production and issuing of client advice, including liaison with product providers and undertaking research.
  • Use of Exchange for research.
  • Prepare and Issue client review documents.
  • Processing of new and existing business from outset through to conclusion.
  • New business research and some report writing may be required
  • Liaising with product providers to ascertain any policy information which may be required for your research

  • Previous experience working within and IFA/wealth Management environment is essential
  • Must have excellent client communication skills and be highly organised & good attention to detail in their work.
  • Must also be able to work under pressure as it's a busy role
  • Ideally have some industry related exams
  • Familiarity with Transact, Wrap Platforms. FE is also preferred, although not essential
  • Excellent report writing skills and a sound understanding of all contract types

Our client is looking for a highly ambitious individual, who enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

For more information please contact one of our specialist consultants quoting REF: NJR9465