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
- 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
- Prepare for client meetings for the Advisers
- Work closely with product providers on changes to client's policies.
- Diary Management
- Meet and greet clients/visitors to the office when required.
- Answer telephone and direct calls accordingly.
- Open and scan mail and distribute accordingly.
- Ensure client records, back-office system and shared folders are maintained and up to date.
- Prepare first meeting packs.
- Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required)
- Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
- Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required.
- Prepare annual review meeting documents for the Adviser
- Assist the Adviser with post-client review meeting reports.
- Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients.
- Provide New business support as required.
- Generate fee invoices using company's systems.
Requirements
- Must have previous experience in an Administration role, within Financial Planning or Pensions
- Strong knowledge of MS Office (specifically Word, Excel, Powerpoint and Sharepoint). Knowledge of Intelligent Office is desirable
- Excellent organisational skills and attention to detail
For more information please get in touch with someone in the team.
NJR 19417