FINANCIAL PLANNING ADMINISTRATOR
ILKESTON SALARY |
25,000 - 30,000
NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management.
Based between Derby and Nottingham, our client is looking to recruit an experienced Financial Services Administrator to support a small team of financial planners across a range of pensions, investments and other financial products .
The role will be varied and will involve;
Processing new business applications (pension/investment/protection)
Preparing meeting packs
Liaising with 3rd party providers
Dealing with client queries
Diary management and arranging monthly client reviews for adviser & record information precisely
Keep up to date filing systems of confidential documentation - both hard and electronic copies
Client Relationship Management and keeping the system up to date with client meeting information
Contact clients by email, telephone and letter
General office duties including answering the telephone, stationary orders, booking meeting rooms, lunches & any necessary catering etc
What we need from you?
Previous experience working within the Financial Planning sector in a similar role
An understanding of the financial planning process
A general knowledge of pensions, investments and protection Positive attitude
Flexible and helpful approach to work Accuracy and attention to detail
Good interpersonal and communication skills, both written and verbal
Organised with the ability to multi-task and prioritise workload effectively
Good IT skills in the use of word, excel, powerpoint, outlook, internet
Whats in it for you?
Genuinely competitive salary depending on experience
Discretionary bonus Company pension
25 days paid holidays plus bank holidays
Private medical cover
Death in Service cover
Free Parking
This is a great opportunity to join a growing company that values and appreciates their staff. For more information please apply today or contact NJR Recruitment quoting reference NJR14991