NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale.
A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of:
" Complete all compliance administration associated with new business.
" Ensure new business submitted to the insurance company is fully completed and compliant.
" Ensure that all new business is input to iO accurately, including fee/commission expectation.
" Monitor new business progress and chase outstanding documentation.
" Accurately check and issue policy documents.
" Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers.
" Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service.
" Produce client summaries/valuations as requested for new and existing clients within specified...