NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers, who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their team in the Leicester area.
Our client is extremely dynamic and provides an environment for driven individuals to thrive, you will be provided with a highly competitive basic salary and market leading benefits.
Responsibilities:
Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules & regulations consistently
Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the company
Keep up to date with all relevant financial product, legislative and technical changes, as required
Maintain a high level of professionalism and courtesy in all client interactions
Adhere to the company's ethos and values, consistently
LOA administration and processes
Processing new business applications
Raising client appointment packs ahead of meetings
Valuations
Photocopying
Letter writing
Communicating regularly with providers
General administrative duties when required
Ideal experience :
5 years' experience working within an administration role, within the professional services market
Understanding of regulations/compliance advantageous
A working knowledge of Microsoft Word, Excel, and Outlook with the ability to get to grips with, what might be an unfamiliar software package
Excellent customer facing interactions, good administration skills/phone manner and IT skills
Able to stay focused on tasks, despite distractions and interruptions
Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process
Open to adapting to evolving work practices, with a flexible approach to tasks and processes
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and can work within a faced paced busy, professional, and growing firm.
Please quote REF:NJR15502
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