Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing. Duties and responsibilities will be varied and consist of; Admin team Dealing with new business Top ups Changes in client income Withdrawals Handling daily queries from clients and candidates Providing management information Organising future planning meetings with a client on behalf of the Financial Planner Liaise with product providers and other third parties to acquire any additional information Review team Preparing the client review reports for the advisers to take to meetings Using both un-house and the Dynamic Planner template Report writing team Preparing suitability reports Preparing new business documentation Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as Intelligent office Dynamic Planner Provider Platforms - Scottish Widows, Parmenion & Raymond James. Candidates applying for the role will ideally have at least 2/3 years' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage. NJR REF 15333