Financial Planning Administrator

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