About Us
NJR are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands. Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a Financial Planning Administrator to join their organisation working out of their office based centrally in the Warwick area.
Our client offers a first first-class experience to their clients and staff alike. The successful candidate will be responsible for providing technical support in relation to all Pensions & Investments Products to one of the companies top performing Financial Advisor's who has built up a client bank of high net worth clients.
Daily duties will include:
" Report writing / preparing client financial planning reports and fund switch/review reports " Complete research including performance/charges information/illustrations" Complete relevant tax calculations i.e. CGT/IHT/Chargeable events" Due Diligence and Central Research records maintained for business and kept up to date " Some new business processing" Valuations issued to clients" Obtaining illustrations/research - using Exchange/Exweb, O&M" Client liaison by phone and some face to face" Preparing client files and reviews for advisers/appointments" Review preparations including valuatio...