Financial Planning Administrator
other jobs NJR Recruitment
Added before 57 Days
- England,East Midlands,Nottinghamshire
- full-time
- £25,000 - £30,000 per annum
Job Description:
Financial Planning Administrator
Preston Based
£25,000 - £30,000 DOE
Full Time (35 hours per week)
NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by significant financial partners.
NJR Recruitments client has a vibrant office environment and can be very busy. The successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is accuracy of output and working to agreed timescales.
Responsibilities
o Work closely with the Adviser on all aspects of their day-to-day work with clients
"Be involved in the processing of client business and interacting with the various pension and investment product providers
o Prepare for client meetings for the Advisers
o Work closely with product providers on changes to client’s policies.
o Diary Management o Meet and greet clients/visitors to the office when required.
o Answer telephone and direct calls accordingly.
o Open and scan mail and distribute accordingly.
o Ensure client records, back-office system and shared folders are maintained and up to date.
o Prepare first meeting packs.
o Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required)
o Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
o Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required.
o Prepare annual review meeting documents for the Adviser o Assist the Adviser with post-client review meeting reports.
o Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients. o Provide New business support as required.
o Generate fee invoices using company’s systems. Requirements
o Must have previous experience in an Administration role, within Financial Planning or Pensions
o Strong knowledge of MS Office (specifically Word, Excel, Powerpoint and Sharepoint).
Knowledge of Intelligent Office is desirable o Excellent organisational skills and attention to detail For more information please get in touch with someone in the team. NJR 14867
Preston Based
£25,000 - £30,000 DOE
Full Time (35 hours per week)
NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by significant financial partners.
NJR Recruitments client has a vibrant office environment and can be very busy. The successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is accuracy of output and working to agreed timescales.
Responsibilities
o Work closely with the Adviser on all aspects of their day-to-day work with clients
"Be involved in the processing of client business and interacting with the various pension and investment product providers
o Prepare for client meetings for the Advisers
o Work closely with product providers on changes to client’s policies.
o Diary Management o Meet and greet clients/visitors to the office when required.
o Answer telephone and direct calls accordingly.
o Open and scan mail and distribute accordingly.
o Ensure client records, back-office system and shared folders are maintained and up to date.
o Prepare first meeting packs.
o Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required)
o Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
o Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required.
o Prepare annual review meeting documents for the Adviser o Assist the Adviser with post-client review meeting reports.
o Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients. o Provide New business support as required.
o Generate fee invoices using company’s systems. Requirements
o Must have previous experience in an Administration role, within Financial Planning or Pensions
o Strong knowledge of MS Office (specifically Word, Excel, Powerpoint and Sharepoint).
Knowledge of Intelligent Office is desirable o Excellent organisational skills and attention to detail For more information please get in touch with someone in the team. NJR 14867
Job number 1489096
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Company Details:
NJR Recruitment
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