NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They recruit over 3000 Partners and staff and operate for eight offices throughout the UK. Our client is a top 50 and an Award-Winning Professional Services Firm. They are part of a National & International Network of firms with global opportunities and currently have an vacancy available for a Financial Planning Administrator to join their professional and incredibly busy Financial Planning team based in the Northampton area. The Role (Key responsibilities) " Submission of applications and related activities. " Liaison with insurance companies. " Production of client valuations and preparation of review packs. " Booking appointments and scheduling meetings. " Dealing with calls from clients/product providers. " Obtaining illustrations and quotations. " Ensuring documentation is fully prepared, pre and post advice. " Ensuring client database is kept up to date. " The individual will be working directly with Consultants and our Technical Support team, to deliver first class client service to clients, in a compliant manner. To apply for the role Candidates should offer previous / current experience working in a similar role for an IFA Firm. Those form a Product Provider may be required, however solid knowledge of Pensions and / or Investments will be required. It would be a desire for the successful Candidate to have use of Back Office System 'Xplan'. NJR 15528