Financial Planning Administrator

FINANCIAL PLANNING ADMINISTRATOR

WYTHENSHAWE AREA

Up to £30,000 + Benefits + Free Parking

Up to 10% performance related bonus

25 days holiday + 8 days bank holiday

5% company pension contribution

Onsite parking

Flexible medical package

NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role.

Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include;

" Overseeing and processing of new business

" Proactive ongoing client management

" Servicing existing business

" Managing Client relationships

" Preparing pre-meeting documentation

" Paraplanning support and working closely with the Paraplanning team

" Platform based work

" Illustrations & regular contact directly with clients & wrap/platform providers

" Responsible for the day to day oversight of your own workflow and the Directors diary

Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box.

NJR 14827