NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate. Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
This will be a busy and demanding role where the successful candidate will be responsible for the following;
" Point of contact for other assigned team members in relation to their day to day duties
" Support and monitoring for team's work tasks, deadlines and system/processes
" Providing guidance, training and support development to both new employees and greater team
" Reporting to the Operations Manager, updating them on teams training requirements and any potential issues
" Developing and enhancing relationships with advisers
" Preparing the documentation required for client meetings for example, but not limited to, regulatory documents, applications and provider literature
" Regular communication and updates to nominated adviser(s) ensuring the efficient conclusion of work related tasks
" Communication with clients, in either verbal or written format, providing updates and responses to any requests or queries which are unrelated t...