NJR Recruitment is currently working with a well-known Wealth Management practice that specializes in providing high-quality personal advice on many aspects of wealth management. Based between Derby and Nottingham, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Financial Planners across a range of Pensions, Investments, and other Financial products.
Candidates coming from an SJP background are of high interest.
The role will be varied and will involve:
* Processing new business applications (pension/investment/protection)
* Preparing meeting packs
* Liaising with 3rd party providers
* Dealing with client queries
* Diary management and arranging monthly client reviews for adviser & record information precisely
* Keeping up to date filing systems of confidential documentation - both hard and electronic copies
* Client Relationship Management and keeping the system up to date with client meeting information
* Contacting clients by email, telephone, and letter
* General office duties including answering the telephone, stationary orders, booking meeting rooms, lunches & any necessary catering etc.
What we need from you?
* Previous experience working within the Financial Planning sector in a similar role
* An understanding of the financial planning process
* A general knowledge of pensions, investments, and protection
* Positive attitude
* Flexible and helpful approach to work
* Accuracy and attention to detail
* Good interpersonal and communication skills, both written and verbal
* Organized with the ability to multi-task and prioritize workload effectively
* Good IT skills in the use of Word, Excel, PowerPoint, Outlook, internet
What’s in it for you?
* Genuinely competitive salary depending on experience
* Discretionary bonus
* Company pension
* 25 days paid holidays plus bank holidays
* Private medical cover
* Death in Service cover
* Free Parking
This is a great opportunity to join a growing company that values and appreciates their staff. For more information please apply today or contact NJR Recruitment quoting reference NJR 15475.
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