NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to recruit an additional Administrator to join their large team in Altrincham. Working in Central Altrincham the successful Candidate will provide direct support to a team of experienced Financial Planning Administrators, who are working directly for busy Financial Consultants.
Daily duties will be varied and will consist of;
" Processing of new applications for Pensions, Life Assurance and Investments
" Liaising with clients in relation to various queries
" Maintaining an electronic record of all new business applications
" Preparing meeting documentation
" Updating the back office system
" Sending & Chasing Letters of Authority
The successful candidate will join a large practice and be part of a professional, friendly, established and hardworking team. If you are looking for the next step in your career and offer a minimum of twelve months experience working within Financial Services, such as a Product Provider, then please get in touch today for more information on this excellent job opportunity!
REF: 15259